December 18, 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 18, 2023

Important 2024 Tax Numbers in Retirement

Tax rate numbers for 2024 are out, and it’s important to understand them to make the necessary adjustments and know how your income will be affected. Listen in to learn how the progressive tax system works and the importance of understanding your marginal and average tax rates. You will also learn about the 2026 tax rates sunset, long-term capital gains tax rates, standard deductions, and much more.  

Important 2024 Tax Numbers in Retirement

Tax rates are something everyone “loves.” Wrapping up at the end of 2023, new tax rates for 2024 have been released. If you’re funding your 401(k) or other retirement accounts, you may need to adjust for new contribution maximums. We have a lot of important numbers that we’ll be going through in this article…