Just a reminder, one week from tomorrow is our 29th Annual Holiday Party!
New Contribution Limits
The IRS issued their annual update for Cost of Living Adjustments this week:
More details soon!
RMD’s – Required Minimum Distributions
Taking a bit longer than usual, the tax laws, family changes and other complications are making for a bit longer than usual in completing… Thanks for hanging with us!
Ahhh…Today is a Friday, and after touching the very low 40s this week, 80s are in store for the weekend here in the south! Enjoy and talk next week!
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.
