December 16, 2023 – Stock Market History – 2023 Tax Return Preparations – Retirement Plan Changes in 2024 & More

More Than Money with Gene Dickison

Alyssa Young is your host this morning. She shares historical stats about stock market performance—including average returns before and after presidential elections—and lots of information to prepare you for your 2023 income tax return. She also outlines the 2024 changes to retirement plan contribution limits, income tax brackets, Medicare premiums and more.

Also in this episode:

• Steps women can take to “catch up” their finances
• Strategies for inherited IRA distributions
• Callers complain about the disparity between 401k’s and IRA’s
• Must a 77-year-old who’s still working take his RMD?
• A caller asks: Does Pennsylvania tax Roth conversions?

You can take advantage of a one-on-one, personalized consultation with an MtM Financial Group advisor by scheduling a free second opinion meeting. Review your investments and financial goals and get answers to your questions about Social Security, estate planning and more. Call 610-746-7007 or email [e-mail] to schedule time with us.