2024 Tax/Retirement Changes & Strategies

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Show Notes

In today’s show, we’re going to share some crucial changes and strategies that will help you navigate your financial landscape in 2024. Scott will break down the latest adjustments you need to be aware of, from increased standard deductions to updates in Social Security and Medicare.

We’ll also share some strategic tips and tactics to position your tax and retirement plans for success in the coming year. Whether you’re actively working, nearing retirement, or already enjoying your retirement years, there’s something in this video for you!

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

0:00 – Intro

3:52 – What’s new in 2024?

12:01 – Is your money in the right bucket?

16:30 – Starting HSA contributions

17:34 – Reviewing your investments

19:45 – Considering QCDs

20:35 – Reevaluating tax withholdings

22:32 – Automation

24:31 – Get a plan in place


Thanks for checking out this episode of the podcast. If you’d like to learn more about financial and retirement planning, check out our YouTube channel here. 

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