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JULIE JASON
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way. NEWS — JULIE JASON News Julie Jason Receives Prestigious Clarion Award for Excellence in Communications (7/10/20) 401(k) Champion® Award Announces Winners(4/28/20)
READING LIST
Retirement. The Bogleheads’ Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, Richard A Ferri, Laura F Dogu & John C. Bogle. Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins How to Make Your Money Last by Jane Bryant Quinn. How to Retire Happy: The 12 Most Important Decisions You Must Make Before You Retire by Stan Hinden FREE FILE FILLABLE FORM TO GET THE ECONOMIC The Free File Fillable Forms product, "Non-Filers: Enter Payment Info" provides a means for those individuals that may need to provide information to the IRS to receive an economic impact payment if you haven’t filed an individual income tax return for 2018 or 2019.Quoting from Free File Fillable Forms: If you receive veterans disability compensation, a pension, or survivor benefits from the CHECKLIST FOR DOCUMENTING PPP LOAN NECESSITY 8. Document the “Necessity” of the PPP Loan. As soon as possible, prepare a preliminary report which documents the concerns of management over the pandemic and why obtaining the PPP loan was a “necessity” for the business. Provide copies of the report to your Board and to outside legal and accounting advisors. "THE IMPORTANCE OF HAVING A FINANCIAL PLAN" BY JULIE JASON Second, without a plan, you’re not getting any wiser. People who plan have better financial results. According to the Schwab study, 82 percent of planners consider risk tolerance when investing versus 55 percent of nonplanners. Seventy-eight percent of planners are aware of fees and investment costs versus 44 percent of nonplanners. RETIREMENT SURVIVAL GUIDE Julie Jason’s award-winning, the Retirement Survival Guide (Revised 2017) takes readers through a step-by-step analysis of how they can prepare for and achieve a long and financially secure retirement. Whatever your level of experience or financial circumstance, this book will help put you on the path to financial security, by empowering you to focus on your own situation and find ways to SBA: COVID-19 ECONOMIC INJURY DISASTER LOAN APPLICATION SBA is collecting the requested information in order to make a loan under SBA’s Economic Injury Disaster Loan Program to the qualified entities listed in this application that are impacted by the Coronavirus (COVID-19). The information will be used in determining whether the applicant is eligible for an economic injury loan. FED FINALIZES RULE THAT IMPLEMENTS TECHNICAL, CLARIFYING Read the July 24, 2020 Federal Reserve Board press release, "Federal Reserve Board finalizes rule that implements technical, clarifying updates to Freedom of Information Act (FOIA) procedures and changes to rules for the disclosure of confidential supervisory information (CSI)" here:The Federal Reserve Board on Friday finalized a rule that implements technical, clarifying updates DOES YOUR STATE OFFER A TOD DEED? TOD deeds provide an inexpensive, and easy way to pass real estate to a beneficiary at death outside of the probate process.JULIE JASON
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way. NEWS — JULIE JASON News Julie Jason Receives Prestigious Clarion Award for Excellence in Communications (7/10/20) 401(k) Champion® Award Announces Winners(4/28/20)
READING LIST
Retirement. The Bogleheads’ Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, Richard A Ferri, Laura F Dogu & John C. Bogle. Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins How to Make Your Money Last by Jane Bryant Quinn. How to Retire Happy: The 12 Most Important Decisions You Must Make Before You Retire by Stan Hinden FREE FILE FILLABLE FORM TO GET THE ECONOMIC The Free File Fillable Forms product, "Non-Filers: Enter Payment Info" provides a means for those individuals that may need to provide information to the IRS to receive an economic impact payment if you haven’t filed an individual income tax return for 2018 or 2019.Quoting from Free File Fillable Forms: If you receive veterans disability compensation, a pension, or survivor benefits from the CHECKLIST FOR DOCUMENTING PPP LOAN NECESSITY 8. Document the “Necessity” of the PPP Loan. As soon as possible, prepare a preliminary report which documents the concerns of management over the pandemic and why obtaining the PPP loan was a “necessity” for the business. Provide copies of the report to your Board and to outside legal and accounting advisors. "THE IMPORTANCE OF HAVING A FINANCIAL PLAN" BY JULIE JASON Second, without a plan, you’re not getting any wiser. People who plan have better financial results. According to the Schwab study, 82 percent of planners consider risk tolerance when investing versus 55 percent of nonplanners. Seventy-eight percent of planners are aware of fees and investment costs versus 44 percent of nonplanners. RETIREMENT SURVIVAL GUIDE Julie Jason’s award-winning, the Retirement Survival Guide (Revised 2017) takes readers through a step-by-step analysis of how they can prepare for and achieve a long and financially secure retirement. Whatever your level of experience or financial circumstance, this book will help put you on the path to financial security, by empowering you to focus on your own situation and find ways to SBA: COVID-19 ECONOMIC INJURY DISASTER LOAN APPLICATION SBA is collecting the requested information in order to make a loan under SBA’s Economic Injury Disaster Loan Program to the qualified entities listed in this application that are impacted by the Coronavirus (COVID-19). The information will be used in determining whether the applicant is eligible for an economic injury loan. FED FINALIZES RULE THAT IMPLEMENTS TECHNICAL, CLARIFYING Read the July 24, 2020 Federal Reserve Board press release, "Federal Reserve Board finalizes rule that implements technical, clarifying updates to Freedom of Information Act (FOIA) procedures and changes to rules for the disclosure of confidential supervisory information (CSI)" here:The Federal Reserve Board on Friday finalized a rule that implements technical, clarifying updates DOES YOUR STATE OFFER A TOD DEED? TOD deeds provide an inexpensive, and easy way to pass real estate to a beneficiary at death outside of the probate process. NEWS — JULIE JASON News Julie Jason Receives Prestigious Clarion Award for Excellence in Communications (7/10/20) 401(k) Champion® Award Announces Winners(4/28/20)
SELECTED COLUMNS
by Julie Jason. This column, originally published in September 2018, provides a foundation for looking at financial planners. This column, originally published in October 2008, provides an important perspective for investing during uncertain times. As anticipated, the president signed the SECURE Act into law onUPCOMING EVENTS
The 401 (k) Champion® Award is the first national award to recognize 401 (k) participants who are masters of their 401 (k)s. A 401 (k) Champion® is not only committed to optimizing his or her 401 (k), but also encourages colleagues to do so as well. See 401kchampion.com for more information. Level 1: During the first of four training sessions APPLY — JULIE JASON The 401(k) Champion ® Award is the first national award to recognize 401(k) participants who are masters of their 401(k)s.. Purpose of the 401(k) Champion ® Award . To energize 401(k) participants to learn more about 401(k)s; To identify and share the stories of 401(k)Champions
ARE YOU EXPECTING PPP LOAN FORGIVENESS? DON’T FORGET THIS If the PPP recipient wants to apply for forgiveness, the money needs to be used for “eligible expenses.”. Notably — this is important – there is a time limit – the money must be used for eligible expenses during the eight-week period after the funds are received. Only after that 8 week period, can the recipient apply forforgiveness.
IRS: DON’T FORGET, SOCIAL SECURITY BENEFITS MAY BE TAXABLE Read the IRS Tax Tip 2020-76, "Don’t forget, Social Security benefits may be taxable" (June 25, 2020) here:Taxpayers receiving Social Security benefits may have to pay federal income tax on a portion of those benefits. READERS STILL STRUGGLE WITH THE SECURE ACT’S NEW AGE 72 The SECURE Act was signed into law on Dec. 20, 2019. One provision (effective Jan. 1, 2020) replaces age 70 ½ with age 72 as the age that triggers RMDs from retirement accounts, such as traditional IRAs, SEPs, SIMPLEs, SARSEPs, 401 (k)s and other defined contribution plans. Personally, I’m looking forward to the day we don’t have to WITH REGULATION BI, ARE FINRA RULES 2010 AND 2111 DEAD This article first appeared in the July 2019 edition of NSCP Currents and is republished with permission from the author and Bates Group LLC. “With Regulation BI, Are FINRA Rules 2010 and 2111 Dead?” by Hank Sanchez, Esq. The purpose of this article is not to painstakingly summarize the 771-page release for Regulation BI (Reg BI) Release No. 34-86031 (the “Release”), nor is this TWO UPDATED IRA PUBLICATIONS CAN HELP ANYONE PLANNING FOR Two updated IRA publications can help anyone planning for retirement. If you are a taxpayer who is currently making contributions to individual retirement accounts (IRAs) or receiving IRA distributions, the Internal Revenue Service ( IRS) wants you to know about two newly updated publications: Publication 590-A and Publication 590-B. EMPLOYEE BENEFIT RESEARCH INSTITUTE "HISTORY OF 401(K An important 401(k) plan resource is The Employee Benefit Research Institute, a nonpartisan, tax-exempt organization created for the purpose of contributing to sound employee benefit programs and public policy through independent, objective, fact-based research andeducation.
JULIE JASON
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.READING LIST
Retirement. The Bogleheads’ Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, Richard A Ferri, Laura F Dogu & John C. Bogle. Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins How to Make Your Money Last by Jane Bryant Quinn. How to Retire Happy: The 12 Most Important Decisions You Must Make Before You Retire by Stan Hinden PARTICIPATE IN SURVEYS Participate in a Survey or Self-Assessment Quiz From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers. FREE FILE FILLABLE FORM TO GET THE ECONOMIC The Free File Fillable Forms product, "Non-Filers: Enter Payment Info" provides a means for those individuals that may need to provide information to the IRS to receive an economic impact payment if you haven’t filed an individual income tax return for 2018 or 2019.Quoting from Free File Fillable Forms: If you receive veterans disability compensation, a pension, or survivor benefits from the CHECKLIST FOR DOCUMENTING PPP LOAN NECESSITY 8. Document the “Necessity” of the PPP Loan. As soon as possible, prepare a preliminary report which documents the concerns of management over the pandemic and why obtaining the PPP loan was a “necessity” for the business. Provide copies of the report to your Board and to outside legal and accounting advisors. APPLY — JULIE JASON The 401(k) Champion ® Award is the first national award to recognize 401(k) participants who are masters of their 401(k)s.. Purpose of the 401(k) Champion ® Award . To energize 401(k) participants to learn more about 401(k)s; To identify and share the stories of 401(k)Champions
"THE IMPORTANCE OF HAVING A FINANCIAL PLAN" BY JULIE JASON Second, without a plan, you’re not getting any wiser. People who plan have better financial results. According to the Schwab study, 82 percent of planners consider risk tolerance when investing versus 55 percent of nonplanners. Seventy-eight percent of planners are aware of fees and investment costs versus 44 percent of nonplanners. SBA: COVID-19 ECONOMIC INJURY DISASTER LOAN APPLICATION SBA is collecting the requested information in order to make a loan under SBA’s Economic Injury Disaster Loan Program to the qualified entities listed in this application that are impacted by the Coronavirus (COVID-19). The information will be used in determining whether the applicant is eligible for an economic injury loan. RETIREMENT SURVIVAL GUIDE Julie Jason’s award-winning, the Retirement Survival Guide (Revised 2017) takes readers through a step-by-step analysis of how they can prepare for and achieve a long and financially secure retirement. Whatever your level of experience or financial circumstance, this book will help put you on the path to financial security, by empowering you to focus on your own situation and find ways to FED FINALIZES RULE THAT IMPLEMENTS TECHNICAL, CLARIFYING Read the July 24, 2020 Federal Reserve Board press release, "Federal Reserve Board finalizes rule that implements technical, clarifying updates to Freedom of Information Act (FOIA) procedures and changes to rules for the disclosure of confidential supervisory information (CSI)" here:The Federal Reserve Board on Friday finalized a rule that implements technical, clarifying updatesJULIE JASON
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.READING LIST
Retirement. The Bogleheads’ Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, Richard A Ferri, Laura F Dogu & John C. Bogle. Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins How to Make Your Money Last by Jane Bryant Quinn. How to Retire Happy: The 12 Most Important Decisions You Must Make Before You Retire by Stan Hinden PARTICIPATE IN SURVEYS Participate in a Survey or Self-Assessment Quiz From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers. FREE FILE FILLABLE FORM TO GET THE ECONOMIC The Free File Fillable Forms product, "Non-Filers: Enter Payment Info" provides a means for those individuals that may need to provide information to the IRS to receive an economic impact payment if you haven’t filed an individual income tax return for 2018 or 2019.Quoting from Free File Fillable Forms: If you receive veterans disability compensation, a pension, or survivor benefits from the CHECKLIST FOR DOCUMENTING PPP LOAN NECESSITY 8. Document the “Necessity” of the PPP Loan. As soon as possible, prepare a preliminary report which documents the concerns of management over the pandemic and why obtaining the PPP loan was a “necessity” for the business. Provide copies of the report to your Board and to outside legal and accounting advisors. APPLY — JULIE JASON The 401(k) Champion ® Award is the first national award to recognize 401(k) participants who are masters of their 401(k)s.. Purpose of the 401(k) Champion ® Award . To energize 401(k) participants to learn more about 401(k)s; To identify and share the stories of 401(k)Champions
"THE IMPORTANCE OF HAVING A FINANCIAL PLAN" BY JULIE JASON Second, without a plan, you’re not getting any wiser. People who plan have better financial results. According to the Schwab study, 82 percent of planners consider risk tolerance when investing versus 55 percent of nonplanners. Seventy-eight percent of planners are aware of fees and investment costs versus 44 percent of nonplanners. SBA: COVID-19 ECONOMIC INJURY DISASTER LOAN APPLICATION SBA is collecting the requested information in order to make a loan under SBA’s Economic Injury Disaster Loan Program to the qualified entities listed in this application that are impacted by the Coronavirus (COVID-19). The information will be used in determining whether the applicant is eligible for an economic injury loan. RETIREMENT SURVIVAL GUIDE Julie Jason’s award-winning, the Retirement Survival Guide (Revised 2017) takes readers through a step-by-step analysis of how they can prepare for and achieve a long and financially secure retirement. Whatever your level of experience or financial circumstance, this book will help put you on the path to financial security, by empowering you to focus on your own situation and find ways to FED FINALIZES RULE THAT IMPLEMENTS TECHNICAL, CLARIFYING Read the July 24, 2020 Federal Reserve Board press release, "Federal Reserve Board finalizes rule that implements technical, clarifying updates to Freedom of Information Act (FOIA) procedures and changes to rules for the disclosure of confidential supervisory information (CSI)" here:The Federal Reserve Board on Friday finalized a rule that implements technical, clarifying updates BOOKS FOR RETIREMENT BY JULIE JASON The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of yourbusiness.
FORBES — JULIE JASON Avoiding mistakes as the winner of the Mega Millions lottery jackpot is just the beginning. The ending of your story needs to be a happy one. It lifts a huge burden for Paycheck Protection Program recipients who were concerned with the IRS’ stance on deductibility. PARTICIPATE IN SURVEYS Participate in a Survey or Self-Assessment Quiz From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers.SELECTED COLUMNS
by Julie Jason. This column, originally published in September 2018, provides a foundation for looking at financial planners. This column, originally published in October 2008, provides an important perspective for investing during uncertain times. As anticipated, the president signed the SECURE Act into law onUPCOMING EVENTS
The 401 (k) Champion® Award is the first national award to recognize 401 (k) participants who are masters of their 401 (k)s. A 401 (k) Champion® is not only committed to optimizing his or her 401 (k), but also encourages colleagues to do so as well. See 401kchampion.com for more information. Level 1: During the first of four training sessions APPLY — JULIE JASON The 401(k) Champion ® Award is the first national award to recognize 401(k) participants who are masters of their 401(k)s.. Purpose of the 401(k) Champion ® Award . To energize 401(k) participants to learn more about 401(k)s; To identify and share the stories of 401(k)Champions
JULIE'S CONTRIBUTIONS Julie Jason contributed Chapter 24, “Managing Retirement Wealth without A Crystal Ball” to “65 Things to Do When You Retire” (Edited by Mark Chimsky). The book is a collection of 65 essays from experts in retirement and others, providing practical and entertaining ARE YOU EXPECTING PPP LOAN FORGIVENESS? DON’T FORGET THIS If the PPP recipient wants to apply for forgiveness, the money needs to be used for “eligible expenses.”. Notably — this is important – there is a time limit – the money must be used for eligible expenses during the eight-week period after the funds are received. Only after that 8 week period, can the recipient apply forforgiveness.
RETIRE SECURELY
Explore these and other important financial issues through the lens of a financial industry insider and award-winning columnist, Julie Jason, whose short insights are carefully crafted to focus on one subject at a time. The National Association of Book Entrepreneurs (NABE) Pinnacle Book Achievement Award for Business Fall 2018. DOES YOUR STATE OFFER A TOD DEED? TOD deeds provide an inexpensive, and easy way to pass real estate to a beneficiary at death outside of the probate process.JULIE JASON
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.READING LIST
Retirement. The Bogleheads’ Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, Richard A Ferri, Laura F Dogu & John C. Bogle. Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins How to Make Your Money Last by Jane Bryant Quinn. How to Retire Happy: The 12 Most Important Decisions You Must Make Before You Retire by Stan Hinden PARTICIPATE IN SURVEYS Participate in a Survey or Self-Assessment Quiz From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers. FREE FILE FILLABLE FORM TO GET THE ECONOMIC The Free File Fillable Forms product, "Non-Filers: Enter Payment Info" provides a means for those individuals that may need to provide information to the IRS to receive an economic impact payment if you haven’t filed an individual income tax return for 2018 or 2019.Quoting from Free File Fillable Forms: If you receive veterans disability compensation, a pension, or survivor benefits from the "THE IMPORTANCE OF HAVING A FINANCIAL PLAN" BY JULIE JASON Second, without a plan, you’re not getting any wiser. People who plan have better financial results. According to the Schwab study, 82 percent of planners consider risk tolerance when investing versus 55 percent of nonplanners. Seventy-eight percent of planners are aware of fees and investment costs versus 44 percent of nonplanners. CHECKLIST FOR DOCUMENTING PPP LOAN NECESSITY 8. Document the “Necessity” of the PPP Loan. As soon as possible, prepare a preliminary report which documents the concerns of management over the pandemic and why obtaining the PPP loan was a “necessity” for the business. Provide copies of the report to your Board and to outside legal and accounting advisors. ANDREWS MCMEEL UNIVERSAL Andrews McMeel Syndicate. To read Julie Jason's weekly award winning column in your local newspaper, please contact Andrews McMeel Syndicate: jflemington@amuniversal.com or 1-800-255-6734. RETIREMENT SURVIVAL GUIDE Julie Jason’s award-winning, the Retirement Survival Guide (Revised 2017) takes readers through a step-by-step analysis of how they can prepare for and achieve a long and financially secure retirement. Whatever your level of experience or financial circumstance, this book will help put you on the path to financial security, by empowering you to focus on your own situation and find ways to FED FINALIZES RULE THAT IMPLEMENTS TECHNICAL, CLARIFYING Read the July 24, 2020 Federal Reserve Board press release, "Federal Reserve Board finalizes rule that implements technical, clarifying updates to Freedom of Information Act (FOIA) procedures and changes to rules for the disclosure of confidential supervisory information (CSI)" here:The Federal Reserve Board on Friday finalized a rule that implements technical, clarifying updates DOES YOUR STATE OFFER A TOD DEED? TOD deeds provide an inexpensive, and easy way to pass real estate to a beneficiary at death outside of the probate process.JULIE JASON
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.READING LIST
Retirement. The Bogleheads’ Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, Richard A Ferri, Laura F Dogu & John C. Bogle. Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins How to Make Your Money Last by Jane Bryant Quinn. How to Retire Happy: The 12 Most Important Decisions You Must Make Before You Retire by Stan Hinden PARTICIPATE IN SURVEYS Participate in a Survey or Self-Assessment Quiz From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers. FREE FILE FILLABLE FORM TO GET THE ECONOMIC The Free File Fillable Forms product, "Non-Filers: Enter Payment Info" provides a means for those individuals that may need to provide information to the IRS to receive an economic impact payment if you haven’t filed an individual income tax return for 2018 or 2019.Quoting from Free File Fillable Forms: If you receive veterans disability compensation, a pension, or survivor benefits from the "THE IMPORTANCE OF HAVING A FINANCIAL PLAN" BY JULIE JASON Second, without a plan, you’re not getting any wiser. People who plan have better financial results. According to the Schwab study, 82 percent of planners consider risk tolerance when investing versus 55 percent of nonplanners. Seventy-eight percent of planners are aware of fees and investment costs versus 44 percent of nonplanners. CHECKLIST FOR DOCUMENTING PPP LOAN NECESSITY 8. Document the “Necessity” of the PPP Loan. As soon as possible, prepare a preliminary report which documents the concerns of management over the pandemic and why obtaining the PPP loan was a “necessity” for the business. Provide copies of the report to your Board and to outside legal and accounting advisors. ANDREWS MCMEEL UNIVERSAL Andrews McMeel Syndicate. To read Julie Jason's weekly award winning column in your local newspaper, please contact Andrews McMeel Syndicate: jflemington@amuniversal.com or 1-800-255-6734. RETIREMENT SURVIVAL GUIDE Julie Jason’s award-winning, the Retirement Survival Guide (Revised 2017) takes readers through a step-by-step analysis of how they can prepare for and achieve a long and financially secure retirement. Whatever your level of experience or financial circumstance, this book will help put you on the path to financial security, by empowering you to focus on your own situation and find ways to FED FINALIZES RULE THAT IMPLEMENTS TECHNICAL, CLARIFYING Read the July 24, 2020 Federal Reserve Board press release, "Federal Reserve Board finalizes rule that implements technical, clarifying updates to Freedom of Information Act (FOIA) procedures and changes to rules for the disclosure of confidential supervisory information (CSI)" here:The Federal Reserve Board on Friday finalized a rule that implements technical, clarifying updates DOES YOUR STATE OFFER A TOD DEED? TOD deeds provide an inexpensive, and easy way to pass real estate to a beneficiary at death outside of the probate process. PARTICIPATE IN SURVEYS Participate in a Survey or Self-Assessment Quiz From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers. ARE YOU EXPECTING PPP LOAN FORGIVENESS? DON’T FORGET THIS If the PPP recipient wants to apply for forgiveness, the money needs to be used for “eligible expenses.”. Notably — this is important – there is a time limit – the money must be used for eligible expenses during the eight-week period after the funds are received. Only after that 8 week period, can the recipient apply forforgiveness.
ANDREWS MCMEEL UNIVERSAL Andrews McMeel Syndicate. To read Julie Jason's weekly award winning column in your local newspaper, please contact Andrews McMeel Syndicate: jflemington@amuniversal.com or 1-800-255-6734.UPCOMING EVENTS
The 401 (k) Champion® Award is the first national award to recognize 401 (k) participants who are masters of their 401 (k)s. A 401 (k) Champion® is not only committed to optimizing his or her 401 (k), but also encourages colleagues to do so as well. See 401kchampion.com for more information. Level 1: During the first of four training sessions NEWS — JULIE JASON News Julie Jason Receives Prestigious Clarion Award for Excellence in Communications (7/10/20) 401(k) Champion® Award Announces Winners(4/28/20)
BOOKS FOR RETIREMENT BY JULIE JASON The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of yourbusiness.
APPLY — JULIE JASON The 401(k) Champion ® Award is the first national award to recognize 401(k) participants who are masters of their 401(k)s.. Purpose of the 401(k) Champion ® Award . To energize 401(k) participants to learn more about 401(k)s; To identify and share the stories of 401(k)Champions
WITH REGULATION BI, ARE FINRA RULES 2010 AND 2111 DEAD This article first appeared in the July 2019 edition of NSCP Currents and is republished with permission from the author and Bates Group LLC. “With Regulation BI, Are FINRA Rules 2010 and 2111 Dead?” by Hank Sanchez, Esq. The purpose of this article is not to painstakingly summarize the 771-page release for Regulation BI (Reg BI) Release No. 34-86031 (the “Release”), nor is this RESOURCES — JULIE JASON The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of yourbusiness.
CORONAVIRUS
To address the need for access to reading and research materials due to COVID-19, Chris Freeland, the Director of Open Libraries at the Internet Archive has announced the creation of the National Emergency Library. This guide provides information about the programs and initiatives that will soon be available from the Small BusinessAdministration.
JULIE JASON
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.READING LIST
Retirement. The Bogleheads’ Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, Richard A Ferri, Laura F Dogu & John C. Bogle. Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins How to Make Your Money Last by Jane Bryant Quinn. How to Retire Happy: The 12 Most Important Decisions You Must Make Before You Retire by Stan Hinden PARTICIPATE IN SURVEYS Participate in a Survey or Self-Assessment Quiz From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers. FREE FILE FILLABLE FORM TO GET THE ECONOMIC The Free File Fillable Forms product, "Non-Filers: Enter Payment Info" provides a means for those individuals that may need to provide information to the IRS to receive an economic impact payment if you haven’t filed an individual income tax return for 2018 or 2019.Quoting from Free File Fillable Forms: If you receive veterans disability compensation, a pension, or survivor benefits from the CHECKLIST FOR DOCUMENTING PPP LOAN NECESSITY Checklist for Documenting PPP Loan Necessity. This checklist is intended to provide recommendations on ways to minimize the potential exposure to SBA claims that your PPP loan was not “necessary” and therefore a “false certification” was made to the SBA. "THE IMPORTANCE OF HAVING A FINANCIAL PLAN" BY JULIE JASON Originally published: May 24, 2018 (distributed by King Features Syndicate) Last week, we talked about whether financial planning was an “impossible task,” a conclusion reached by 50 percent of divorced women surveyed in a 2017 Allianz Study. ANDREWS MCMEEL UNIVERSAL The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of yourbusiness.
RETIREMENT SURVIVAL GUIDE Julie Jason’s award-winning, the Retirement Survival Guide (Revised 2017) takes readers through a step-by-step analysis of how they can prepare for and achieve a long and financially secure retirement. Whatever your level of experience or financial circumstance, this book will help put you on the path to financial security, by empowering you to focus on your own situation and find ways to FED FINALIZES RULE THAT IMPLEMENTS TECHNICAL, CLARIFYING Read the July 24, 2020 Federal Reserve Board press release, "Federal Reserve Board finalizes rule that implements technical, clarifying updates to Freedom of Information Act (FOIA) procedures and changes to rules for the disclosure of confidential supervisory information (CSI)" here:The Federal Reserve Board on Friday finalized a rule that implements technical, clarifying updates DOES YOUR STATE OFFER A TOD DEED? TOD deeds provide an inexpensive, and easy way to pass real estate to a beneficiary at death outside of the probate process.JULIE JASON
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.READING LIST
Retirement. The Bogleheads’ Guide to Retirement Planning by Taylor Larimore, Mel Lindauer, Richard A Ferri, Laura F Dogu & John C. Bogle. Rewirement: Rewiring The Way You Think About Retirement! by Jamie Hopkins How to Make Your Money Last by Jane Bryant Quinn. How to Retire Happy: The 12 Most Important Decisions You Must Make Before You Retire by Stan Hinden PARTICIPATE IN SURVEYS Participate in a Survey or Self-Assessment Quiz From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers. FREE FILE FILLABLE FORM TO GET THE ECONOMIC The Free File Fillable Forms product, "Non-Filers: Enter Payment Info" provides a means for those individuals that may need to provide information to the IRS to receive an economic impact payment if you haven’t filed an individual income tax return for 2018 or 2019.Quoting from Free File Fillable Forms: If you receive veterans disability compensation, a pension, or survivor benefits from the CHECKLIST FOR DOCUMENTING PPP LOAN NECESSITY Checklist for Documenting PPP Loan Necessity. This checklist is intended to provide recommendations on ways to minimize the potential exposure to SBA claims that your PPP loan was not “necessary” and therefore a “false certification” was made to the SBA. "THE IMPORTANCE OF HAVING A FINANCIAL PLAN" BY JULIE JASON Originally published: May 24, 2018 (distributed by King Features Syndicate) Last week, we talked about whether financial planning was an “impossible task,” a conclusion reached by 50 percent of divorced women surveyed in a 2017 Allianz Study. ANDREWS MCMEEL UNIVERSAL The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of yourbusiness.
RETIREMENT SURVIVAL GUIDE Julie Jason’s award-winning, the Retirement Survival Guide (Revised 2017) takes readers through a step-by-step analysis of how they can prepare for and achieve a long and financially secure retirement. Whatever your level of experience or financial circumstance, this book will help put you on the path to financial security, by empowering you to focus on your own situation and find ways to FED FINALIZES RULE THAT IMPLEMENTS TECHNICAL, CLARIFYING Read the July 24, 2020 Federal Reserve Board press release, "Federal Reserve Board finalizes rule that implements technical, clarifying updates to Freedom of Information Act (FOIA) procedures and changes to rules for the disclosure of confidential supervisory information (CSI)" here:The Federal Reserve Board on Friday finalized a rule that implements technical, clarifying updates DOES YOUR STATE OFFER A TOD DEED? TOD deeds provide an inexpensive, and easy way to pass real estate to a beneficiary at death outside of the probate process. NEWS — JULIE JASON News Julie Jason Receives Prestigious Clarion Award for Excellence in Communications (7/10/20) 401(k) Champion® Award Announces Winners(4/28/20)
PARTICIPATE IN SURVEYS Participate in a Survey or Self-Assessment Quiz From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers. BOOKS FOR RETIREMENT BY JULIE JASON The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of yourbusiness.
CORONAVIRUS
The Free File Fillable Forms product, "Non-Filers: Enter Payment Info" provides a means for those individuals that may need to provide information to the IRS to receive an economic impact payment.UPCOMING EVENTS
How to be a 401(k) Champion® Level 1 Are you the next 401(k) Champion®? Discover how to become one during our 401(k) Champion®training sessions.
ANDREWS MCMEEL UNIVERSAL The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of yourbusiness.
APPLY — JULIE JASON The 401(k) Champion ® Award is the first national award to recognize 401(k) participants who are masters of their 401(k)s.. Purpose of the 401(k) Champion ® Award . To energize 401(k) participants to learn more about 401(k)s; To identify and share the stories of 401(k)Champions
FILE AN AMENDED 2020 TAX RETURN AFTER NEW PPP GUIDANCE, OR Under Revenue Procedure 2021-20, those who filed 2020 tax returns and did not deduct PPP-related expenses can do so in an amended return or on next year's return.RETIRE SECURELY
The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of yourbusiness.
ARE YOU EXPECTING PPP LOAN FORGIVENESS? DON’T FORGET THIS Originally posted on Forbes.com:. One More Step Needed If You Want Forgiveness. Did you know that if you applied for and received a Payroll Protection Program (PPP) loan, there is another application you’ll have to submit to meet requirements for having the loanforgiven?
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THE LATEST FROM JULIE'S BLOG WHAT YOU SHOULD KNOW ABOUT THE CARES ACT March 27, 2020 InsightsInvestor Alerts The $2.2 Trillion CARES Act was just signed into law. Congressman Himes highlighted provisions to relieve American families andbusinesses.
LINKS AND RESOURCES FROM THE CORONAVIRUS RELIEF BILL March 27, 2020 InsightsInvestor Alerts This afternoon, President Trump signed the CARES Act into law. Here are useful links to help you understand the impacts of this historicallegislation.
SEC & FINRA: CONSIDER ADDING A TRUSTED CONTACT TO YOUR ACCOUNT March 25, 2020 InvestmentInvestor Alerts The SEC and FINRA are urging investors to consider adding a "trusted contact person" to brokerage accounts.Powered by Twenty
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