Weekly Round Up of Articles

Weekly Round Up of Articles

January 26, 2024

Hope everyone enjoyed the slightly warmer weather in some areas of the country and the snowmelt in Iowa.  It was a quiet week on Capital Hill as Congress continues to work on a longer term spending bill.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns, please use the link below to schedule a time for a conversation.  Please also feel free to forward to anyone you believe might benefit.  

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Why Fed officials want more evidence of easing inflation

Survey: Many Americans lack sufficient emergency savings

How tax diversification may benefit clients

Some Americans have no plans to retire

ICYMI: Pre-retirees need to plan for how to spend their time

Unresolved questions about 529-to-Roth IRA rollovers

Understanding Medicare premiums in retirement

IRS looks to simplify its taxpayer notices