JRB FINANCIAL PULSE
October 2018 -- Issue #13
A Word from the CEO

With just over two months left in 2018, this is a good time to take a preliminary look at your taxes. The Tax Cuts & Jobs Act, enacted in December 2017, significantly changed many common deductions. To see how these new rules may affect you, take a look at our article "7 Year-End Tax Planning Tips."

The Social Security Administration announced its 2019 COLA adjustment, maximum earnings subject to the Social Security tax and earned income limits. See the article below for more information.

Finally, the JRB's Fall Israel Bonds Offering is under way. The Offering closes on November 8. For more information, see below.

To answer questions about the articles in this newsletter or to discuss your financial plan, please set up an appointment to speak with me or call 888-JRB-FREE (572-3733).

L'Shalom ,
7 Year-End Tax Planning Tips
The Tax Cuts & Jobs Act, signed into law December of 2017, made major changes to the tax code. This article can help make sure you are prepared to benefit from the new tax rules.
Social Security 2019 COLA 2.8%
The Social Security Administration announced a 2.8% Cost of Living Adjustment (COLA) in 2019 benefits. Social Security also increased the maximum earnings subject to the Social Security tax and earnings limits.
Israel Bond Offering Under Way
Invest in Israel. Honor a fund drive pledge. Diversify your portfolio.
Speak with JRB CEO
Mitchell J. Smilowitz, CPA
Make an appointment to speak with Mitch to discuss your financial and retirement plan.
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