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2024 Tax/Retirement Changes & Strategies

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Manage episode 394706688 series 2891513
Indhold leveret af Scott Sierens. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Sierens eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

151 episoder

Artwork
iconDel
 
Manage episode 394706688 series 2891513
Indhold leveret af Scott Sierens. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Sierens eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

151 episoder

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