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...

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Inflation & Your Money

Erin Lapidus
Erin Lapidus Tuesday, February 21, 2023
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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The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted workforce, which is expected to improve enforcement to the tune of about $200...

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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...

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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....

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Pullbacks, Corrections, and Bear Markets, Oh My!

Erin Lapidus
Erin Lapidus Friday, July 22, 2022
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Tapping Retirement Savings During A Financial Crisis

Erin Lapidus
Erin Lapidus Thursday, August 06, 2020

As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation may make it easier for Americans to access money in their...

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Do You Know Your Mutual Funds?

Erin Lapidus
Erin Lapidus Sunday, February 10, 2019

 Know Your Mutual Funds

Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors; other goals included saving for...

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For Women: Pay Gap Could Lead to a Retirement Gap

Erin Lapidus
Erin Lapidus Thursday, September 06, 2018

Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages, coupled with other factors, can lead to a shortfall in retirement savings for women. 

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