LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look!
Our fourth quarter newsletter features:
- Lorraine Johnson, CFP®, CPA®, ADPA® Announces Retirement
- LifeTime Voted Raleigh’s Best in Tax Services & Wealth Management Categories
- Important Changes in How to Communicate with Tax Team
- You can provide a Testimonial for LifeTime, your Wealth Consultant or Tax Advisor!
- 401(k) and IRA Contribution Limits to Increase for 2024
- 2024 Cost-Of-Living Adjustments Announced
- 4 Questions Adult Children Should Ask Their Parents Over the Holidays
- Now is the time to “Go Paperless”
- Tax Talk: Make Sure Your Donations Go To Legitimate Charities
- Market update with City National Rochdale’s Speedometers
- Market Thoughts Video by Brad McMillan, Commonwealth’s Chief Investment Officer