A Word from the CEO
With about six weeks left in 2017, it’s a good time to think about taxes. Have you taken the necessary action to maximize the deductions for which you are eligible? Our article, “5 Questions for Year-End Tax Planning,” can get you started.
If you are 70 ½ or older and have not yet withdrawn the Required Minimum Distribution (RMD) from your JRB retirement account (or other pre-tax retirement accounts), take a look at our RMD article.
If we do not hear from you by December 1, 2017 we will automatically process your JRB RMD.
That’s it for this month. All of us here at the JRB wish you and your family a Happy Thanksgiving.