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Market Update: Jobs, Inflation, & Market Trends – Week Ending Feb 2

📊 Weekly Market Update – Week Ending Feb 28 | Inflation, Spending & SECURE Act 2.0 🚀 Welcome back to Mission Financial Planners’ weekly market update! This week, Matt Donaghue, CFP®, CLU, CLTC, AIF®, AIFA®, PPC®, NSSA®, RICP® breaks down the latest market trends, tax strategies, and key changes from SECURE Act 2.0. 🔹 Market Recap: 📉 Consumer Spending & Inflation – Real consumer spending fell -0.5% m/m, while PCE inflation rose 0.3% m/m and 2.5% y/y. What does this mean for investors? 💰 Government Spending Cuts – The Department of Government Efficiency (DOGE) has announced layoffs and budget cuts. How will this impact state and local economies? 📜 SECURE Act 2.0 – Key Changes: RMD Age Increase – If you were born in 1960 or later, your RMD age is now 75. No RMDs for Roth 401(k)s – Enjoy tax-free growth in retirement. Higher Catch-Up Contributions – Workers aged 60-63 can save more, starting in 2025. 529-to-Roth IRA Rollovers – Up to $35,000 in unused education savings can now go toward retirement. 🛠 Tax Tip – Non-Cash Charitable Contributions Did you know many taxpayers donate more than they realize but fail to claim the full deduction? Track donations, get receipts, and use IRS Form 8283 for contributions over $500. Proper documentation can lead to significant tax savings! 📅 Upcoming Webinar – March 12 @ 12:00 PM CST Want to learn how SECURE Act 2.0 affects your retirement and tax planning? Join our free webinar to break it all down and get your questions answered live! Register today on the Mission Financial Planners website. 📩 Contact Us: 📞 Matt Donaghue: 726-727-6581 | ✉️ [email protected] 📞 Ken Hamilton: 726-727-6581 | ✉️ [email protected] 📞 Jason Duffaut: 726-727-6581 | ✉️ [email protected] 🙏 Special Thanks to Our Partners: Kestra Financial, Kestra Investment Management, Leading Response, AIPMA, and Horsesmouth for their continued support in delivering financial education and insights. 📢 Like, Subscribe & Stay Informed! Don’t forget to like this video, subscribe to our channel, and turn on notifications so you never miss an update! #FinancialPlanning #RetirementPlanning #SECUREAct #TaxTips #Investing #MissionFinancialPlanners