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Jevon Thomas Retirement Plan Consultants

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United States
Irvine, CA
Jevon Thomas Retirement Plan Consultants

I give people the power to release their fear of lack, so they have the freedom to create their retirement dreams.

Insurance and Retirement Services offered through Associates & Insurance Concepts Services, Inc DBA BTA Advisory Group DBA
Registered representative and securities offered through World Equity Group, Inc. member FINRA and SIPCAssociates & Insurance Concepts, Inc. DBA BTA Advisory Group is not owned or controlled by World Equity Group, Inc.

08/31/2021

Life insurance is a critical component of financial and retirement planning. Having life insurance after retiring is vital if your savings will not comfortably cover someone who is financially dependent upon you after you pass.

Life insurance helps to ensure your legacy, and is a critical component of financial planning.

08/30/2021

If you want to gain control of your debt, allocate your earnings better, or get to work on reaching your investment goals, it's a good idea to reach out to financial advisor for guidance and questions. In addition to meeting with an advisor, here are some strategies that could help you take control of your finances.

If you want to improve your financial situation, try these 20 things that can help you improve your finances right now.

08/27/2021

Top 5 Reasons to Hire a Business Tax Professional

Hiring a tax professional gives you peace of mind and a confident understanding of your finances.

08/26/2021

Could an annuity benefit you in retirement? Contact a retirement planner for more one-on-one, personal advice. As you await your consultation, here is more information regarding annuities and whether or not they could be helpful to you.

The math checks out, yes, but whether annuities are costly or not depends on your point of view.

08/25/2021

Watching videos on TikTok can be fun, but you should be careful with taking financial advise from the platform. Always consult a professional if you have financial concerns, in the meantime here are investment tips to avoid.

Some of the financial advice on TikTok is rooted in sound strategy, some of it, not so much. Here's what to watch out for.

08/24/2021

You've heard of the term 'gross income' before, but what does it mean? Learn more about gross income and how it works.

Gross income is how much you earn before any taxes or other deductions are taken out. Learn more about gross income and how it works.

08/23/2021

An can help you understand how selling your home may affect your tax return. Here’s what you should consider when selling a house: https://go.usa.gov/x6KAE

Tax Tip 2021-83, June 10, 2021

08/21/2021

Some families may prefer to unenroll from the advance payments of the 2021 . In the case of married couples who file jointly, each person needs to use the update portal:

Unenroll if you don’t want to get advance Child Tax Credit payments or check if you’re enrolled.

08/20/2021

How to Maintain Good Credit

Good credit will always be a vital aspect of your healthy financial future. Find out more!

08/19/2021

If you make payments or receive payments, check out Publication 1281 and see how backup withholding may affect you. Learn more here: https://go.usa.gov/xGEpv.

Find out what payments are subject to and exempt from backup withholding and how to prevent or stop it.

08/18/2021

News on the Child Tax Credit for this week.

The IRS is preparing to distribute the second round of the advance child tax credits to tens of millions of families this week. Payments are set to go out Friday to more than 30 million qualifying …

08/17/2021

How much should you save for retirement?

Figuring out how much you should save for retirement requires making a few predictions. Here's how to estimate your retirement needs in four steps.

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15520 Rockfield Blvd Dr
Irvine, CA
92618

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