The summer 2024 financial planning newsletter is now available. In addition to the investment market update, it includes updates on inherited IRA required minimum distributions, HSA contribution limits, and the new Fincen filing requirement for business entities. The newsletter also highlights strategies you may wish to consider for after-tax 401k contributions and trends in driving older vehicles. There’s also an opportunity to express interest in a book club on “Die With Zero” by Bill Perkins. We hope you enjoy the newsletter!