With an end of the week turnaround visit last week south … Finally getting to visit after Mother Nature had her way during the prior two attempts … The WIFI on the plane was terrific BOTH ways… mostly because the…
While we can certainly take shots at the conclusion of these, and many may disagree with the total number in each category, it is interesting that there is no overlap. At first glance, maybe surprising, upon further thought not surprising…
This week was RMD week as we trued up any shortages for those on monthly distributions, made many RMD’s for non Required to even out taxes over the years and made one time journals and deposits for regular RMD mandated….…
The Social Security Administration (SSA) recently announced the Cost of Living Adjustment (COLA) increase starting in 2025 for those receiving Social Security benefits… Copilot created this nice chart of the last quarter century COLA adjustments…. The lockdown years inflation, which…
Take a Peek at your YTD deferrals to make sure you are on track to meet you contribution goals
Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber
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 below the image when appropriate. While it…
Navigating Retirement Plan Contributions
The Elephant in the room is the Fed (FOMC- Led by Jerome Powell, Federal Open Market Committee) Pivot – More in just a second… Party on Garth ? Being glass half full folks, it is once again hard to temper…
Take a Peek at your YTD deferrals to make sure you are on track to meet you contribution goals
