February 2020 — Issue #29
A Word from the CEO

At the end of 2019, Congress passed a mammoth spending bill to fund the federal government. The legislation also included significant changes to retirement plans such as the JRB's 403(b) plan. Our article summarizes four changes that are most likely to affect you.

This issue of the Financial Pulse also introduces a valuable new component of the JRB's Complimentary Insurance Program. Mutual of Omaha, our life and disability insurance provider, allows us to offer you Will preparation services. This online tool can generate state-specific Wills, Powers of Attorney, Healthcare Directives and Living Trusts. Our article shows you how to access this free, online tool and describes the forms you'll find. While the forms are customized for each state, it's always a good idea to review them with legal counsel.

Please don't hesitate to contact the JRB if you have questions about these articles or other issues related to financial planning and retirement. You can reach us by email or call us at 888-JRB-FREE (572-3733).

Shabbat Shalom,
4 Important Tax Changes
Rules governing RMDs, the elimination of the"stretch" provision for beneficiary accounts, use of retirement assets after the birth or adoption of a child and employee parking and transit taxes have changed.
Will Preparation Services Added to
Complimentary Insurance Program
The JRB's online tool allows you to write your own Will, Power of Attorney, Healthcare Directive and Living Will. The tool provides forms customized for each state.
Make an appointment to speak with Mitch to discuss how to achieve your financial and retirement goals.

March 15-18: NAASE 2020 Conference, Houston Marriott Westchase Make an Appointment
In Case You Missed It. . .
From the JRB Learning Center

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