In this post titled “401k Plans Year 2022 Limits ($20,500 + $6,500 Catch Up), IRA Stay Same ($6,000 + $1,000 Catch Up) … Hmmm?” We go over the new limits and discuss why the catch up provisions are staying the same… the Hmmm part!
We go over not only the 401k and similar limits, but also the IRA and Roth limits and catch up provisions as well.
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.
November 2021 Financial Planning and Capital Market Review – By John Kvale
Hello and Welcome to our November 2021 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 thoughts and current events!
Hope you enjoy!
Break In: The Brain is at it again….
Some very nice publicity for Donald, aka “The Brain” here in this post along with a neat link to the industry article.
November 2021 Video
YouTube
Financial Planning Tip(s)
New Retirement Limits
In this post titled “401k Plans Year 2022 Limits ($20,500 + $6,500 Catch Up), IRA Stay Same ($6,000 + $1,000 Catch Up) … Hmmm?” We go over the new limits and discuss why the catch up provisions are staying the same… the Hmmm part!
We go over not only the 401k and similar limits, but also the IRA and Roth limits and catch up provisions as well.
All of this from a handy IRS announcement found here at this link.
Capital Market Comments
TSA Throughput Update
One of our favorite monitoring of information is the individual TSA numbers that check passengers at the point of entrance.
Here in this post we discuss the latest updates and take note of the TSA’s new easier to graph for us, formatting… NICE!
Have a Great Day, Talk to You at the End of December!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents
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