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Resources from Old Point
December 2023 Market Commentary
We highlight the benefits of long-term investing and recognize how investor positioning shifted materially over the past few months. The market is pricing in interest rate cuts beginning in March 2024, but Chairman Powell says “not so fast.”
Important Tax Numbers for 2024
The IRS released its annual inflation-adjusted tax bracket information for 2024. Below are some highlights for your information and tax planning this year. Please contact one of our teammates with any questions you may have or if we can be of any assistance.
Virtual Market Commentary
Watch our Virtual Market Commentary. Discussion topics include: Value investing, economic activity, corporate earnings, market valuations, market opportunities, and more.
Secure 2.0 Tax Credits
Signed into law on December 29, 2022, the SECURE 2.0 Act ushered in new and increased tax credits to small businesses to encourage plan creation. The existing tax credits were expanded to enhance the administrative cost credits as well as introduce new contribution cost credits.
Retirement Savings Contributions Credit (Saver's Tax Credit)
Retirement Savings Contributions Credit (Saver’s Tax Credit)