JBL Financial Blog

IRS Audit Rates Over Time

Erin Lapidus
Erin Lapidus Friday, March 24, 2023

IRS audit rates for individual income tax returns have fallen since 2010, but this pattern could reverse as the agency ramps up enforcement. The Inflation Reduction Act of 2022 provided the IRS with an influx of about $80...

Read More

Inflation & Your Money

Erin Lapidus
Erin Lapidus Tuesday, February 21, 2023
Read More

Business Owners Should Prepare for Stronger Tax Enforcement

Erin Lapidus
Erin Lapidus Tuesday, February 21, 2023

The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted workforce, which is expected to improve enforcement to the tune of about $200...

Read More

Congress Passes SECURE 2.0 A New Set of Retirement Rules

Erin Lapidus
Erin Lapidus Thursday, February 02, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate a contribution to retirement plans and access to those funds earmarked for retirement.

The law is called SECURE 2.0 and is a...

Read More

Random Acts of Financial Kindness

Erin Lapidus
Erin Lapidus Friday, January 20, 2023

Acts of kindness, even small ones, can have lasting benefits. You may not always see the impact of your investment of time or money, but your acts of kindness will ripple through the lives of people you know...or don't know....

Read More

Three Stretch IRA Alternatives

Erin Lapidus
Erin Lapidus Wednesday, November 16, 2022

The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing tax deferred, potentially for decades. Most nonspouse beneficiaries,...

Read More

Ask our Medicare Coach | Medicare as a Retirement Strategy

Frank Ellis
Frank Ellis Tuesday, November 01, 2022

While reviewing your retirement strategy, it's important to consider enrolling in Medicare as part of your healthcare option. The program provides important preventative services and screenings at no charge while different parts,...

Read More

Ask our Medicare Coach | Medicare Advantage

Frank Ellis
Frank Ellis Monday, October 31, 2022
Read More

Q&A: How Do I Replace My Social Security Card?

Erin Lapidus
Erin Lapidus Tuesday, October 25, 2022

Chances are, you probably have your Social Security number memorized, so you may not have had to use your card in a while. However, there are times when you may be required to show your actual card, such as when you start a new...

Read More

Turning Retirement Savings Into Retirement Income

Erin Lapidus
Erin Lapidus Tuesday, October 25, 2022

You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to...

Read More