Year End NON-RMD (Required Minimum Distributions) Donations Reminder …. Check Your Standard Deductions Level …
Donations and Standard Deduction Reminder
John Kvale CFA, CFP
Investment Professional managing a Total Wealth Practice firm in Dallas Texas with clients in 20+ states in the USA and 6 different countries around the world. Avid golfer, marathoner and hopeful ironman competitor. Married with two children.
2023 Tax Tables – We found a good one ! Sorted in our Personal Most Used …
2023 Tax Rate and Schedules
Newsletter Begins, Cliff Notes of Q1 2023 …. Friday
Newsletter Begins- Happy Friday
November 2022 Financial Planning and Capital Market Review – RMD’s and Rate Review – By John Kvale CFA, CFP
November 2022 Review, RMD, and Rates,
Make Up Travels – Fun Start to the End of Year Holiday Season – Billion Download Club of Music Via Spotify and Visual Capitalist …
Billion Download Music Club
Happy Thanksgiving – Blooper Video One Last Time – Less Gray, More teeth, Horrified Replay? – Enjoy … Gobble Gobble
Happy Thanksgiving!
Out of the Office this Week – DMA – Dallas Museum of Art Pictures – Can Happy Thanksgiving make ONE LAST appearance?
DMA Pictures - Out of the Office
Holiday Party Parking Reminder … Tomorrow at 2PM at the Dallas Museum of Art … Be Sure to get a Parking Coupon from us in the Founders Room
Get your coupon, save the $15 for Holiday Parking
Bear/Slowing Market Bounces Reminder – A Historical Perspective
Watch the bear market contra rally
RMD’s not taken can be taxed at 50% … Nope not kidding … Yikes … More IRS agents hired … And if missed you have to file special tax forms … Yikes X 2 … Many Financial Institutions are Mandating a December 1 Completion … Take them Now Before the Rush!
Complete your RMD today if you have not!