November 2018 -- Issue #14
A Word from the CEO

Rabbi Michael B. Greenbaum, Chair of the JRB's Board of Trustees, has given a lot of thought to the challenges facing those starting their careers in the Conservative Jewish Movement. While we work for the Movement because of our commitment to Judaism, we still have a reasonable expectation that we can achieve financial security, including in retirement. Rabbi Greenbaum addresses the challenges those working for the Movement face in reaching that goal and how the JRB remains your go-to resource for achieving financial security.

A successful financial strategy involves consistently contributing to your retirement account. To that end, the IRS recently announced the 2019 contribution limits for retirement plans such as the JRB. Take a look at the changes and maximize the amount you invest for your financial security.

If you are 70½ or older and have not yet withdrawn the Required Minimum Distribution (RMD) from your JRB retirement account (or other pre-tax retirement accounts), take a look at our RMD article.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 November 30, 2018 we will automatically process your JRB RMD.

To answer questions about the articles in this newsletter or to discuss your financial plan, please set up an appointment to speak with me or call 888-JRB-FREE (572-3733).

Have a Happy Thanksgiving!

Achieving Financial Security in the
Conservative Jewish Movement
JRB Board Chair Michael B. Greenbaum looks at the financial challenges facing those beginning careers in the Conservative Jewish Movement –  and offers some useful advice.
IRS Announces
2019 Contribution Limits
The Internal Revenue Service increased the 2019 limits for contributions made to retirement plans.
Over 70 ½?
Submit your Required Minimum Distribution (RMD) form by Nov. 30. Not sure if you need to take the RMD? Contact us at 888-JRB-FREE (572-3733) or send us an email.
Speak with JRB CEO
Mitchell J. Smilowitz, CPA
Make an appointment to speak with Mitch to discuss how to achieve your financial and retirement goals.
In Case You Missed It. . .
From the JRB Learning Center