JK Financial Services, LLC

04/15/2026

Happy Tax Day everyone!!! We had a great tax season at JK Financial Services. If you haven’t filed yet, don’t worry. There are plenty of options.

If you don’t have time to complete, file an extension, file your return by the extended due date or engage a tax professional.

Always remember, an extension gives you longer to file your taxes but not to pay them.

Take care and stay safe everyone

03/30/2026

🔹 We’ve updated our website.

It’s a better reflection of where JK Financial Services is headed.

More clarity.
More focus.
More alignment with how we actually operate.

This isn’t just a redesign—it’s a signal.

We’re building toward something bigger:
→ smarter financial visibility
→ stronger governance and architecture
→ tools and applications that help leaders see around corners

If you’re curious, take a look:

👉 https://lnkd.in/ed29-_25

And if it resonates—get on the waitlist.

There’s more coming.

Stay tuned.

My humble two cents.

www.jkfinancialsvcsllc.com

JK Financial Services delivers a structured financial operating system — Finance Operations, Financial Leadership, FP&A, and Compliance Readiness — for organizations from $1M to $50M. Nationwide, remote-first.

01/30/2026

Roth TSP conversions are now available — what federal employees should know

This is a meaningful update for federal employees and retirees doing long-term tax planning.

👉 Effective January 28, 2026, the Thrift Savings Plan (TSP) allows in-plan Roth conversions.
That means participants can convert Traditional TSP balances to Roth inside the plan, without rolling funds out to an IRA first.

Why this matters:
• More flexibility in managing future tax exposure
• Potential reduction of long-term RMD pressure
• Better coordination with pensions and Social Security
• Roth strategy while staying within the TSP

What often gets overlooked is that a Roth conversion isn’t just a retirement decision — it’s also a tax-year event.

Even with in-plan conversions now available, the analysis still matters:
• Where the conversion lands on your current-year return
• How it interacts with other income and deductions
• IRMAA thresholds and timing
• State tax impact
• Whether conversions should be staged over multiple years

The mechanics are straightforward.
The consequences show up on the same tax return you’re already filing — and can carry forward if not planned carefully.

If this is on your radar and you want to sanity-check the tax impact before acting, you can start here:
👉

Please click the link to complete this form.

12/31/2025

🎉 As 2025 comes to a close, I want to take a moment to say thank you — to colleagues, clients, partners, and connections who’ve made this year meaningful in big and small ways.

It’s been a year of growth, learning, and perspective, and I’m truly grateful for the conversations and collaborations along the way.

Wishing everyone a peaceful year-end and good health, clarity, and success in 2026.

If you’d like to stay connected, you can also follow our work at JK Financial Services, LLC on LinkedIn
👉 https://lnkd.in/eAMrtQaW

All the best to those I’ve had the pleasure of working with — and to future connections, I look forward to crossing paths in the year ahead.

— Jeff

🎉 As 2025 comes to a close, I want to take a moment to say thank you — to colleagues, clients, partners, and connections who’ve made this year meaningful in big and small ways. It’s been a year of growth, learning, and perspective, and I’m truly grateful for the conversations and collabor...

11/29/2025

Turkey Day weekend is something special for us tax professionals…
It’s the unofficial kickoff to year-end — coordinating with business clients, preparing to send portal links to existing clients, and mapping out marketing outreach for new ones. A lot happens behind the scenes right now, but it’s a cycle I’ve appreciated for a very long time.

While many are gearing up for holiday festivities, your finance and tax professionals are gearing up, too — organizing workflows, reviewing updates to the tax law for the 2025 filing season, and making sure we’re ready to provide quality, efficient, and value-added services when you need them most.

If you’re getting ready for year-end and need support — or want to explore how a proactive approach can make tax season easier — DM me if you are interested or need assistance.

Just my humble two cents.

01/10/2023

https://www.cnn.com/videos/business/2023/01/06/new-retirement-savings-act-401k-rules-secure-romans-explainer-orig.cnn-business

Hear why the new Securing a Strong Retirement Act could mean big changes for your 401(k) retirement plan.

12/20/2022

Seems like I have heard something similar before from this Company… Potential refunds for customers.

Federal regulators fined Wells Fargo a record $1.7 billion on Tuesday for "widespread mismanagement" over multiple years that harmed over 16 million consumer accounts.

12/08/2022

https://www.cnn.com/2022/12/07/success/retirement-savings-secure-2-0/index.html

New retirement rules could make it easier for Americans to accumulate retirement savings — and less costly to withdraw them, if lawmakers pass a retirement reform package before the end of the month.

11/27/2022

Time to look at your 401k deferrals for 2023

IR-2022-188, October 21, 2022 — The IRS announced today that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued technical guidance regarding all of the cost of living adjustments

11/22/2022

https://stocks.apple.com/A1uoKCL2tRxqoBp6og3sSHA

The Biden administration is yet again extending the pause on federal student loan payments, a benefit that began in March 2020 to help people who were struggling financially due to the Covid-19 pandemic.