October 2025 Financial Planning and Capital Market Audio Video Review … Cyber, RMD, COLA Reminder … Shutdown, Interest Rate Update … By John Kvale CFA, CFP
October 2025 Review by John Kvale
Category Tax Related
Here come the RMD’s and the Portfolio Tax Adjustments shortly thereafter … Just a reminder!
RMD‘s (Required Minimum Distributions) are the government’s way, of not letting us ride the no tax/pre-tax contributions wave of qualified investment accounts for longer than they want! Today’s RMD‘s for individually owned accounts you must begin drawing at age 73…
September 2025 Financial Planning and Capital Market Audio Video Review … A Word about Government Shutdowns … Donations now versus 2026 … Interest Rates Continue to Move up … By John Kvale CFA, CFP
September 2025 Review by John Kvale
On the edge of making a Charitable Donation EITHER this year or next? Do it this year, here is why! .05% Tax Floor in the Deduction starting in 2026 – Not effect IRA Donations for RMD purposes …
On the edge of making a Charitable Donation EITHER this year or next? Do it this year!
A Word about Social Security Longevity … Not as bad as many may say … Easy Means Fix …
J.K. Financial, Inc. Social Security Longevity Analysis
Q 3 ES Payment for 2025 Reminder : This Monday September 15th! Annual Linking of Accounts Reminder/Notice … New Machines Coming at the office – Why and why you may want to check yours ?
J.K. Financial, Inc. ES PMT Reminder
529 Distribution Watch Outs and Best Practices Reminders !
J.K. Financial, Inc. 529 Distribution
August 2025 Financial Planning and Capital Market Audio Video Review … Tax Law Update Continued … Rates from Powell … Global Market Update … By John Kvale CFA, CFP
August 2025 Review by John Kvale
Summer 2025 J.K. Financial, Inc. Newsletter … All About New Tax Laws … By John Kvale CFA, CFP
Summer 2025 J.K. Financial, Inc. Newsletter - Analysis of New Tax Laws
Exchange Traded Funds Part 5: Tax Efficiency …
J.K. Financial, Inc. ETF Tax Efficiency