JRB FINANCIAL PULSE
December 2021 — Issue #51
A Word from the CEO

It's hard to believe the year is almost over! But you still have time to take advantage of the tax credits and deductions for which you and your family are eligible. This issue of the Financial Pulse describes a dozen tax strategies you may be able to use.

Saving for financial security through your JRB retirement account remains one of your best tax reduction strategies. If you have not yet contributed the maximum amount to your JRB account, consider making a lump sum deposit to get more out of this tax deduction in 2021. Our article shows you the contribution limits for this year as well as the increased amounts you can deposit in 2022.
 
Last month, we published an article on the Federal Student Loan Forgiveness Program. A recent Supreme Court decision extended the program to employees of religious organizations. See the "In Case You Missed It" section below for our summary of the program. It can help you determine if you qualify.
 
As always, please contact us to Set Up a Financial Consultation or to discuss specific financial questions. Please call us at 888-JRB-FREE (572-3733).
 
Wishing You and Your Family a Happy, Healthy and Prosperous 2022,
12 End-of Year Tax Tips
As we wrap up 2021, it’s important to review your current tax situation and take any last-minute actions that can save you money. These 12 tips can get you started.
IRS Announces 2022
Retirement Contribution Limits
The Internal Revenue Service raised the amount you can contribute to your JRB retirement account. Save more. Reduce your taxes. Increase your financial security.
In Case You Missed It. . .
RECENT ARTICLES
From the JRB Learning Center



This information is for general purposes only and does not constitute legal, tax, or investment advice.