As we enter the second quarter of 2024, we take a look at current events that could impact your portfolio. Our quarterly perspectives dives deeper into investing in election years, estate vehicle comparisons, keeping an eye on the future of taxes, and focusing on what you can control.
In the INTRUST 2024 Economic Outlook, we evaluate the current economic environment and its implications for businesses and investors. Key themes shaping this year's outlook include rates, inflation, business and consumer strength, housing, labor, and more.
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2024.