Financial Focus – November 22nd, 2023
In this week’s Financial Focus on KROS, Nate Kreinbrink and Andy Fergurson discuss recent updates in tax regulations, including the delay of the 1099-K reporting requirement until 2024, with the threshold raised to $5,000. They also touch on the 2024 cost of living adjustments, Medicare Part B premiums, and increased contribution limits for IRAs and Roth accounts.
Financial Focus – November 29th, 2023
Check out this week’s episode of Financial Focus, where hosts Nate Kreinbrink and Mike Steigerwald discuss the holiday season and emphasize the significance of year-end financial planning. The program covers topics such as Roth conversions, tax planning, and the limited time available before the year-end deadline. They also highlight the ease of updating beneficiary designations on various accounts and stress the importance of having open conversations with family about financial plans during the holidays.
Talking Turkey
Turkey Day is here, and that is historically bullish for stocks. Yet, extreme investor optimism raises caution. Let’s dive into this week’s commentary to find out if the market’s recent price action is sustainable.
Progress
It seems like we have talked about the poor performance of bonds now for years. David Nelson joins us to share what he thinks changes that dynamic and what it means for viewers’ investments.