What Can We Expect in 2024?

Everyone wants to know. What is going to happen in 2024? Join us as we explore a range of topics, from the outlook of the economy, a potential tax surprise for a lot of people, and some new provisions that will take effect this year.

We’ll give you a high-level look at what we’re paying attention to and what we’re discussing with our clients as the year begins. There’s plenty to address within your financial plan and this episode will cover a number of those things.

 

Here’s some of what we discuss in this episode:

• Will the economy be up or down this year?
• Is lazy money still a problem when we have high interest rates?
• The 1099 interest might catch a lot of people off guard at tax time this year.
• Certain provisions will take effect from the SECURE Act 2.0 this year.
• Take time to look into your legal documents and make sure everything is in order.

 

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