February Newsletter

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At Incline Wealth Advisors, we help our clients to build wealth and achieve their desired lifestyle. Each month we release blog posts, videos and other content that we believe will be beneficial in reaching those goals.

Check out the summaries of content that was released this month and use the links to view the full content pages for topics most appealing to you.

Business Owners & Entrepreneurs


Leveraged Buyouts

February 6, 2024

Leveraged Buyout Strategy. Today, private equity deals have gone way down market to smaller companies and are much more prevalent.

Leveraged Buyouts are still around today, but are much less popular than they were in the 80’s and 90’s. Here is a briefdescription of what a Leveraged Buyout is and how they are used.

https://incline-wealth.com/2024/02/leveraged-buyouts


401k Contribution Limits for 2024

February 7, 2024

As a business owner or trustee of your company 401k plan, it is important to know the maximum amount that can contributed into the plan.

It this brief video I discuss the limits for 2024 for both employee and employer and how they are broken down.


Using Your Investment Account for a Line of Credit

February 20, 2024

Are you a business owner looking for ways to fund a possible business acquisition?

One option you could look into is taking a line of credit on your Investment Account. Listen along as I discuss how this works and some considerations.


Should you list your Business in a Trust?

February 21, 2024

Should you list your Business in a Trust?

Listing your business in a trust can offer valuable benefits, however, it’s essential to carefully evaluate the potential drawbacks while making your decision.

https://incline-wealth.com/2024/02/should-you-list-your-business-in-a-trust/


K-1 Business Owner Income

February 27, 2024

It’s tax season and if you are a Business Owner or have equity ownership in a Business, you should be receiving a K-1.

Listen along as I discuss what the K-1 is showing, as well as how to account for it when filing your taxes.


Retirement Planning


Considerations for when to Claim Social Security

February 14, 2024       
While there may be personal and unique circumstances that lead individuals to claim Social Security benefits before reaching full retirement age, it is essential to be aware of the potential downsides.

In this blog post, we will explore the possibly disadvantages of claiming Social Security before full retirement age and shed light on factors that should considered when making this decision.

https://incline-wealth.com/2024/02/claiming-social-security/


Which Accounts should I Withdrawal from First?

February 28, 2024

Determining the order of withdrawals in retirement is a complex decision that requires careful consideration of various factors.

In this blog post from The Financial Incline, we will explore the factors to consider when deciding which accounts to withdrawal from first during retirement.

https://incline-wealth.com/2024/02/what-accounts-sh…st-in-retirement/


Investment and Market News

Market Outlook & Investment Trends

February 5, 2024
In this video we talk about some of the investment trends that took place for the week of January 29th, including:

  • Wednesday’s Federal Reserve Meeting
    • Interest Rates
    • The Stock Markets Reaction
  • Major Earnings Reports
  • Stocks to look at for Investing
February 9, 2024
In this video we talk about some of the investment trends that took place for the week of February 5th, including:
  • S&P New Record
  • Consumer Price Index Report
  • Earnings Reports
    • Pepsi
    • Disney
February 16, 2024
In this video we talk about some of the investment trends that took place for the week of February 12th, including:
  • The Consumer Price Index Report
  • The Interest Rate Environment
  • Earnings Reports & Market Performance
February 23, 2024
In this video we talk about some of the investment trends that took place for the week of February 19th, including:
  • S&P Record High, Again
  • Earnings Reports
  • The Fed & Interest Rates
  • Where to invest excess cash
Read more articles on our Blog by clicking the link below.
The Financial Incline – Blog
Watch more episodes on our YouTube Channel by clicking the link below.
The Financial Incline – YouTube
Listen to more episodes on Spotify by clicking the link below.
The Financial Incline – Spotify

 

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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.

This content not reviewed by FINRA

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