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2024 Tax/Retirement Changes & Strategies
Manage episode 394706688 series 2891513
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
153 حلقات
2024 Tax/Retirement Changes & Strategies
The Retirement Show: Your Life, Your Money with Scott Sierens
Manage episode 394706688 series 2891513
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
153 حلقات
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