SECURE Act is Signed at the Finish Line of the Year
As mentioned here in our preview post, with a stroke of a pen on the Saturday before the Christmas week, the SECURE ACT (Setting Every Community Up for Retirement Enhancement) – Wow that is a mouthful!
The Biggies:
Age 72 RMD, up from the confusing 70.5
Non-Spouse 10 Year Mandatory distributions of Inherited IRA – Mandating taxes by beneficiary
Tons of planning techniques and lots more to the law, but these again are the biggies!
Capital Market Comments –
FED Pauses and Markets Yawn… Finally
The FOMC (Federal Open Market Committee) led by Jerome Powell and company, FINALLY were able to not lower rates and market participants accepted it… Shhh, lets keep it our secret..haha
Happy 2020!
Have a Great Day – Talk to you at the end of January!
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
Background
The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.
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December 2019 Podcast Video, Financial Planning and Capital Market Update – By John Kvale
Hello and Welcome to our December 2019 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!
December – 2019 Video
Financial Planning Tip (s) –
SECURE Act is Signed at the Finish Line of the Year
As mentioned here in our preview post, with a stroke of a pen on the Saturday before the Christmas week, the SECURE ACT (Setting Every Community Up for Retirement Enhancement) – Wow that is a mouthful!
The Biggies:
Tons of planning techniques and lots more to the law, but these again are the biggies!
Capital Market Comments –
FED Pauses and Markets Yawn… Finally
The FOMC (Federal Open Market Committee) led by Jerome Powell and company, FINALLY were able to not lower rates and market participants accepted it… Shhh, lets keep it our secret..haha
Happy 2020!
Have a Great Day – Talk to you at the end of January!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
street-cents
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