A Word from the CEO

At its March meeting, our Board of Trustees reviewed the Joint Retirement Board's 2023 activities. We posted positive results in many areas and reported on our efforts to expand participation to all who are eligible, especially those working as executives, teachers, administrators, custodians and other vital roles in our congregations. Please take a look at the article describing these initiatives.

We also continue our series on Financial Milestones with a look at what those in their 50s need to consider. In your 50s you are generally at peak earning power and have greater capacity to save for the future. The reality of a transition from work to retirement is coming into focus. This may require changes in your financial plan. Our article describes them.

This issue inaugurates an occasional series — Hear from Our Participants. These short videos give participants an opportunity to talk about how the JRB has worked with them to build a secure financial future. We begin with a testimonial from Rabbi Richard Camras, Co-Senior Rabbi of Hamakom in West Hills, California.

Our Spring Israel Bonds Offering is underway. The interest rate is 5.36%. The Offering closes on May 24. The JRB Board of Trustees voted to increase the maximum purchase per participant in each Offering (Spring and Fall) from $25,000 to $30,000.

Finally, I will be attending the 77th Annual Cantors Assembly Convention in Minneapolis, MN from May 19 - 23. If you'd like a financial consultation, please contact our office.

If you have questions about the JRB's annual report, Israel Bonds or achieving your financial objectives in your 50s (or any age), please contact us via email or call us at 888-JRB-FREE (572-3733).

Am Yisrael Hai,