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2024 Tax/Retirement Changes & Strategies

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Manage episode 394706688 series 2891513
内容由Scott Sierens提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Sierens 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In today’s show, we’re going to share some crucial changes and strategies that will help you navigate your financial landscape in 2024. Scott will break down the latest adjustments you need to be aware of, from increased standard deductions to updates in Social Security and Medicare. We’ll also share some strategic tips and tactics to position your tax and retirement plans for success in the coming year.

Here’s some of what we discuss in this episode:

0:00 – Intro

3:52 – What’s new in 2024?

12:01 – Is your money in the right bucket?

16:30 - Starting HSA contributions

17:34 – Reviewing your investments

19:45 - Considering QCDs

20:35 - Reevaluating tax withholdings

22:32 - Automation

24:31 - Get a plan in place

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

156集单集

Artwork
icon分享
 
Manage episode 394706688 series 2891513
内容由Scott Sierens提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Sierens 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In today’s show, we’re going to share some crucial changes and strategies that will help you navigate your financial landscape in 2024. Scott will break down the latest adjustments you need to be aware of, from increased standard deductions to updates in Social Security and Medicare. We’ll also share some strategic tips and tactics to position your tax and retirement plans for success in the coming year.

Here’s some of what we discuss in this episode:

0:00 – Intro

3:52 – What’s new in 2024?

12:01 – Is your money in the right bucket?

16:30 - Starting HSA contributions

17:34 – Reviewing your investments

19:45 - Considering QCDs

20:35 - Reevaluating tax withholdings

22:32 - Automation

24:31 - Get a plan in place

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

156集单集

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