December 11, 2023 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage. Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for December 11, 2023

End Of Year Issues to Consider in Retirement

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the retirement issues to consider as we approach the end of the year. As the year ends and another begins, it’s important to have a checklist to ensure you have things closed out for 2023 and things set up for 2024. Learn about tax planning strategies to look at, such as threshold tax brackets, qualified charitable distributions, donor-advised funds, and more. You will also learn the benefits of having a Health Savings Account (HSA) and contributing to 529 accounts at the end of the year.  

End Of Year Issues to Consider in Retirement

Can you believe that we’re close to the end of 2023 already? Before the year wraps up, it’s a good idea to address end-of-year items and work your way through a checklist of sorts. You can also reference this list in 2024, so if you’re seeing this post after the end of the year, it’s still going to be relevant to you.