Category Clients/Clients Only

REMINDER – RSVP for the 27th Annual Party – One Week from Tomorrow -YAY- DAC – 3-5 PM … Whew that was close, New Blog Website Briefly Stops our Current…. Veteran’s Day!

Happy Friday and Happy Reminder for our 27th Annual Party!!! The festivities are One week from Tomorrow … 3-5 PM – November 18th at Dallas Athletic Club… Let Jen know at jen@jkfinancialinc.com as we will be happily tallying the final…

2024 Preview of New contribution limits (Tiny Increase?) … Clients/Clients Only Post Merger RMD’s … Time Change We think ?? YEP!

What inflation? According to the IRS… Certainly not going to argue with a raise, but WOW is it tiny! From this IRS press release on Nov 1, 2023: Highlights of changes for 2024 The contribution limit for employees who participate…