Planning for 2024
John Mickelson, Patrick Jenkins, and Brad Harsch provide helpful tips and tools that help you plan for 2024.
🎬TIME STAMPS🎬
3:18 Interest rates
6:00 Reactivity to one data point
7:24 Inflation
10:00 Bonds have an inverse relationship with interest rates
13:11 Inverted yield curve
15:20 Opportunities based on scenario
18:00 Interest rate changes
26:00 Making informed financial decisions
30:30 Tax Brackets
33:10 2024 retirement contribution limits
37:50 Required minimum distributions
42:00 Family Tax Bracket management
43:30 Consider a Roth conversion
45:10 Donor Advised Fund
46:00 Qualified charitable distribution
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https://calendly.com/wealth-advocates
Patrick Jenkins Information:
[email protected]
John Mickelson Information:
[email protected]
www.wealth-advocates.com
435-755-9400