Category Market Comments

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…

2600 Office Buildings in 138 Cities…. Current Occupancy is Exactly 50% … Kastle Back to Work Barometer …. Likely the new norm?

Kastle a nationwide security provider….. obviously with their hands on some of the most interesting data: Office Occupancy With 2600 buildings in 138 cities…. the current occupancy rate is 50%! Check out the 2020 Comps versus 2023 broken down by…

Q4 2023 J.K. Financial, Inc. Newsletter … Good News on Interest Rates for Pensions and Pension Recipients, What? … Don’t Fight the FED Are we Fighting the Fed? Yes … Important True-Up Reminders for Year End Deadlines i.e. 401k … Handy Cyber Tips and Tricks … RMD Age Date Changes and Others … By John Kvale CFA, CFP …

Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber