The Internal Revenue Service has announced the annual inflation adjustments for a number of tax-related provisions for 2018, including, of course, the latest tax rate schedules and tax tables. The big news is, of course, the tax brackets and tax rates for 2018. The top tax rate remains 39.6%. The other marginal rates are: 10%, 15%, 25%, 28%, 33% and 35% (there is...
Read MoreIf you are fortunate enough to have a pension, you’ll have to make a choice when you are ready to claim this retirement benefit. Should I take my payout in a lump sum or in the form of a monthly pension check? This question might be better answered by the question: can I afford my monthly bills? A few things can effect the equation: Savings Health Status...
Read MoreJMA is pleased to share the September 2017 edition of The Social Security Standard Newsletter. It includes the following articles and features: Celebrating Hispanic Heritage Month Our online estimates Get to know your Social Security Learn the lingo of Social Security Questions and Answers We’re there for those who served our country Downloadable PDF Provided...
Read MoreAccording to a 2016 GoBankingRates survey a disturbing 69% of Americans have less than $1,000 in the bank. You should plan for the following six expenses to avoid unnecessary debt and worry: Emergencies; A home loan; Child care; Health insurance deductibles; Vet bills; and Retirement. Learn more about each of these items and why they are important to save for in the...
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JMA was a proud sponsor of the 2017 TRC Golf Classic. The tournament took place on August 14th at Moon Brook Country Club near Jamestown, NY. In its first 20 years, the tournament netted over $1.7 million for TRC Foundation, which raises money to improve the lives of people with disabling conditions in Chautauqua County. JMA Founding Partner Dave Mackowiak...
Read MoreJMA is pleased to share the June 2017 edition of The Social Security Standard Newsletter. It includes the following articles and features: On vacation? Social Security is Still Here For You. Social Security Supports National Cancer Survivors Day What Your Grandchild Can Teach You About Social Security Questions and Answers Every Day is Internet Security Day...
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