Turning Uncertainty into Opportunity

NAVIGATING LIFE TRANSITIONS PODCAST: UNEXPECTED JOB SEARCH

Discover how to navigate an unexpected job search with confidence. In the latest episode of JNBA’s podcast “Navigating Life Transitions,” host Kim Insley talks with Senior Advisors Elise Huston and Nick Scheibel about key considerations during career transitions and essential questions for self-exploration.

JNBA Financial Advisors | Navigating Life Transitions

Advanced Estate Planning for Snowbirds

MINNESOTA ESTATE TAX FOR FLORIDA AND ARIZONA RESIDENTS

While Estate Tax can be fairly straightforward, there are some nuances for those who own property in Minnesota as well as property in Florida and Arizona.

Minnesota Estate Tax for Florida and Arizona Residents - JNBA

Social Security Access Changes

The Social Security Administration is changing the way you access Social Security online services. Soon, it will be required for you to create a?Login.gov?or?ID.me account.

If you already have a?Login.gov?or?ID.me account, you do not need to make any changes.?

If you do not currently have a?Login.gov?or?ID.me?account, please follow the below steps to transition your account:?

• To transition your account, please go to “Sign in” at the top of our website and select “Sign in with?Social?Security?Username.” After successfully signing in you will be asked to create an account with?Login.gov.?This website?has 24/7 customer phone and chat support to answer your questions and, if needed, help you with creating your account.
• After you successfully link your?Social Security?username with your new?Login.gov account, you will see a confirmation screen and be directed to the service you were attempting to access. You can start using your new?Login.gov?account to access?Social Security?online services immediately. Your old?Social?Security?username will no longer be available.??

If you have questions, please reach out to your JNBA Advisory Team or your local Social Security Office.

Corporate Transparency Act

Starting January 1, 2024, all LLC owners will need to comply with the Corporate Transparency Act, which requires them to file a report with FinCEN by January 1, 2025. The goal of this act is to reduce money laundering by bad actors who are concealing ownership in various business entities.

Reports must include a company’s legal name, address, jurisdiction in which it was formed, and its taxpayer identification number. Additionally, each beneficial owner will need to provide the following: legal name, date of birth, address, and an identification number from a passport or driver’s license. Any LLCs formed after January 1, 2024 will have 30 days to comply with the new legislation.

Please consult your attorney or CPA to see if you are affected and how to file. To learn more, please visit fincen.gov/boi.

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