Episode 346 - Getting Ever Closer to 2024!

Published: Dec. 4, 2023, 2:35 a.m.

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As we near the end of 2023, which is only about seven weeks out (can you believe it!?),\\xa0it\\u2019s time to focus on end-of-the-year financial planning strategies as well as what\\u2019s in store for 2024.\\xa0On this week\\u2019s show, we\\u2019ll discuss Ed Slott\\u2019s 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!\\xa0So tune in and take control!

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