While we wait on compliance approval and our actions to make a very Big Announcement and great honor…we will tease here a bit… we cannot wait to let you know!
RMD- Required Minimum Distributions are coming soon…heck last year by this time we had already done 70-80% in order to avoid the merger !!
D’s for non RMD’s – Just because we are not mandated to make RMD’s does not mean that we will not take advantage of a great tax rate and give Uncle Sam a little bit now rather than a whole bunch later…. even those taxes as shown below
Waiting on a new camera for the Newsletter Video AND the September monthly…. trying to exit the auto focus issues over the last year… BUT… each day for the last 3 “Delay in your shipping” … Hope it comes today ! All good…
Happy Friday, Happy Weekend, Happy Start to Fall, Best wishes to those in the wake or eyes of Helene…
John A. Kvale CFA, CFP
AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
