Category Retirement Planning

General Financial Planning, Investing/Financial Planning, Reminder, Retirement Planning

Eight Weeks left in 2023… Wow… That was Fast …. Great Time of the Year to Check Run Rate of Contributions to Retirement Plans or the Like, Here are the Numbers of where we should be!

Take a Peek at your YTD deferrals to make sure you are on track to meet you contribution goals

John Kvale CFA, CFP
November 6, 2023

Clients/Clients Only, General Financial Planning, Investing/Financial Planning, Market Comments, Retirement Planning

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…

John Kvale CFA, CFP
November 3, 2023

Clients/Clients Only, Economy, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

Third Quarter 2023 Review, Participation, Rates, Political Season, Seasonality !

Second Quarter 2023 Review Fourth Quarter Look Ahead

John Kvale CFA, CFP
October 11, 2023

Education, Investing/Financial Planning, Reminder, Retirement Planning

Reminders of Important “Line in the Sand” Age-Related Dates that have Recently Changed …

Important Age Dates to Remember - Some have Changed

John Kvale CFA, CFP
September 25, 2023

Education, Interest Rates, Investing/Financial Planning, Retirement Planning

Really Good News about Higher Interest Rates, Huh? Pension Plans are Funded… Likely No More Lump Sum Offers… Finally Ok to Talk about, Copyright Approved …

Higher Interest Rates Lead to Pension Plan Funding

John Kvale CFA, CFP
September 20, 2023

Investing/Financial Planning, Retirement Planning, Tax Related

As expected (but were starting to worry) IRS FINALLY Punts on a hurried rule (Part of Secure Act 2.0) by pushing it out to 2026… Whew – Income Related Roth Mandate for Retirement Catchup is Pushed out…. Too Sketchy to Implement …

Income Related Roth Mandate Pushed to 2026

John Kvale CFA, CFP
August 28, 2023

Annual Reviewed, Investing/Financial Planning, Retirement Planning, Social Security

Why you should Check that Social Security Statement – No Matter your age! Confirm you received credit for your payments/Earnings History!

Double Check that Social Security Statement

John Kvale CFA, CFP
August 14, 2023

Clients/Clients Only, Economy, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

Second Quarter 2023 Review, Dickens Best and Worst of Times , Party Like its 1999 !

Second Quarter 2023 Review Fourth Quarter Look Ahead

John Kvale CFA, CFP
July 12, 2023

Clients/Clients Only, Economy, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

First Quarter 2023 Review, Advanced Analysis Pilot, Tax Season, Interest Rate Anniversary

First Quarter 2023 Review Fourth Quarter Look Ahead

John Kvale CFA, CFP
April 10, 2023