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Contenuto fornito da Dennis Prout and Shea Petaja. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dennis Prout and Shea Petaja o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Episode 346 - Getting Ever Closer to 2024!

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Manage episode 387482051 series 1320079
Contenuto fornito da Dennis Prout and Shea Petaja. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dennis Prout and Shea Petaja o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

As we near the end of 2023, which is only about seven weeks out (can you believe it!?), it’s time to focus on end-of-the-year financial planning strategies as well as what’s in store for 2024. On this week’s show, we’ll discuss Ed Slott’s most recent newsletter, and questions to Ed from financial advisors at his most recent Successful IRA workshop. This will help us be aware of planning options with IRAs as well as learn some useful, not-so-common strategies. Natalie Choate will weigh in on charitable thoughts for IRAs that will help expand our potential. Next, Heidi will discuss new contribution amounts available for 2024 in IRAs and other retirement accounts, which are almost all increasing, giving you ever more flexibility with your retirement investments. Last, Deann will share new stats that will shed more light on these subjects. Your questions are always welcome! So tune in and take control!

  continue reading

107 episodi

Artwork
iconCondividi
 
Manage episode 387482051 series 1320079
Contenuto fornito da Dennis Prout and Shea Petaja. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dennis Prout and Shea Petaja o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

As we near the end of 2023, which is only about seven weeks out (can you believe it!?), it’s time to focus on end-of-the-year financial planning strategies as well as what’s in store for 2024. On this week’s show, we’ll discuss Ed Slott’s most recent newsletter, and questions to Ed from financial advisors at his most recent Successful IRA workshop. This will help us be aware of planning options with IRAs as well as learn some useful, not-so-common strategies. Natalie Choate will weigh in on charitable thoughts for IRAs that will help expand our potential. Next, Heidi will discuss new contribution amounts available for 2024 in IRAs and other retirement accounts, which are almost all increasing, giving you ever more flexibility with your retirement investments. Last, Deann will share new stats that will shed more light on these subjects. Your questions are always welcome! So tune in and take control!

  continue reading

107 episodi

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