Market Perspectives, Tax Planning Insights, Financial Planning Considerations, & More
Market Perspectives
Stocks have experienced recent volatility due to concerns over the timing of Fed rate cuts, a weakening labor market, and disappointing tech earnings. It’s important for investors to stay composed.
Tax Planning Insights
The rules surrounding inherited IRAs have changed a lot over the past couple of years. A variety of regulations (both pending and finalized) have caused a lot of stress and confusion. This flowchart will provide clarity about how to handle distributions from inherited traditional IRAs.
Financial Planning Considerations
Helping clients meet their goals fuels the work here at Next Play Financial. But just like everything else, goals can change. Even changes that seem modest can affect your financial plan.
Sometimes it can be helpful to work with a tool that allows you to frame your priorities as they relate to:
- Retirement and lifestyle goals.
- Tax planning and healthcare goals.
- Self-development and professional goals.
- Estate planning and wealth transfer goals.
Take a moment and consider the questions included in this Master List of Goals (click to open). Whether you answer “YES” to one question or several questions, let’s talk.
Contact me to schedule a time for us to have a conversation. There’s no better time to ensure your financial plan is aligned with what you want to achieve.
