Konza Global Wealth Group

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Konza Global Wealth Group

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10/30/2026

Getting a later start on retirement savings doesn't mean you need to take on more investment risk to catch up.

There are other ways to make progress, including taking advantage of higher contribution limits and reviewing your current expenses and retirement goals. Small annual increases to savings can produce big results to investment balances due to the effects of compounding.

For 2026, eligible savers may be able to contribute more:
🔹 Age 50 and older: Up to $32,500 in a 401(k), including the standard $8,000 catch-up contribution.
🔹 Ages 60–63: Up to $35,750 in total employee 401(k) contributions with the enhanced $11,250 catch-up limit.
🔹 IRAs: Eligible individuals age 50 and older may contribute up to $8,600, including the a $1,100 catch-up contribution.

Beyond saving more, paying down debt, adjusting monthly expenses, considering downsizing or working longer may help strengthen your retirement plan.

If you're concerned about your retirement savings, an advisor can help you review your options and make adjustments based on your needs and goals. Visit www.konzaglobal.com to connect with our advisors.

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

10/28/2026

A Roth conversion does not have to mean converting everything at once.

The amount you move and the year you make the conversion can affect your taxes. That's because converting pre-tax retirement savings to a Roth generally adds to your taxable income.

Wealth Advisor Jake Bossert, CFP®, ChFC®, shares four questions to review before making a decision:

1️⃣ Can you pay the conversion tax with outside cash? Using retirement funds to cover the tax means less money stays invested in the Roth.

2️⃣ Could your tax rate be higher in retirement? Comparing current and expected future tax rates can help you evaluate the timing.

3️⃣ Have you considered Medicare premiums? If you're enrolled in Medicare Part B or Part D in 2028, a conversion in 2026 could affect your premiums through IRMAA if your income exceeds applicable thresholds.

4️⃣ Are you planning for tax-free growth or leaving assets to heirs? Qualified Roth IRA withdrawals are tax-free, and original owners are not required to take minimum distributions during their lifetime.

A smaller conversion or a plan spread across several years may be worth reviewing. Roth conversions generally cannot be undone, and conversions intended for the 2026 tax year must be completed by December 31.

Considering a Roth conversion? Visit www.konzaglobal.com to connect with our advisors.

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

10/27/2026

For many investors, stocks and bonds have long been the familiar approach. But alternative investments can offer additional options for those looking to diversify.

Private equity, private credit, infrastructure, and private real estate, along with other strategies may provide exposure to different assets with the potential for reduced volatility and sources of return beyond traditional public markets.

However, alternatives come with their own risks. Depending on the strategy, these may include limited liquidity, valuation complexity, market risk and manager-specific risk.

That is why understanding the trade-offs matters. Before investing, it is important to weigh the potential benefits against the risks, costs and how the investment fits into your portfolio.

Wondering whether alternative investments make sense for your portfolio? Visit www.konzaglobal.com to connect with us.

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

10/22/2026

Retirees often have two priorities to manage at the same time: supporting current income needs and keeping part of the portfolio positioned for future growth.

A retirement income strategy should consider:
→ Cash reserves for near-term needs
→ Which accounts to take distributions from
→ Tax efficient planning
→ When rebalancing may be appropriate
→ Long-term portfolio growth
→ Risk during changing market conditions

These decisions should remain connected to the broader financial plan, including estate planning and long-term financial goals.

The goal is to support near-term income needs while keeping retirement decisions coordinated over retirement years.

Visit www.konzaglobal.com to learn how our advisors can help evaluate your retirement income strategy.

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.
The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

10/21/2026

Before holiday spending picks up, now is a good time to decide what you can comfortably afford.

These steps can help keep spending from turning into longer-term debt:
🔹 Set a realistic budget before shopping begins. Choose an amount you can comfortably afford and let it guide your purchases.

🔹 Plan what you want to buy instead of letting sales make the decision. Compare prices and stick to what you already planned for.

🔹 Use cash or debit when it helps you stay on budget. If you use credit, know how you plan to pay off the balance promptly.

🔹 Keep credit card spending within your own limit. Available credit should not determine how much you spend.

🔹 Keep your long-term financial priorities in mind. Holiday spending should still work within the rest of your financial plan.

Our advisors can help you build a plan around your financial priorities. Visit www.konzaglobal.com to book a strategy call.

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

10/20/2026

Waiting until tax season to review your 2026 taxes can mean missing planning opportunities that needed attention earlier.

Before year-end, consider reviewing:

➡️ Make 401(k) and HSA contributions. The 401(k) employee contribution limit is $24,500. Eligible participants age 50+ may contribute an additional $8,000, while those who turn 60, 61, 62 or 63 in 2026 may qualify for the higher $11,250 catch-up instead, if the plan permits catch-up contributions. HSA limits are $4,400 for self-only coverage and $8,750 for family coverage. Certain higher earners may also be subject to the new Roth catch-up requirement.

➡️ Convert money from a traditional IRA to a Roth IRA. Amounts converted count as taxable income for in the year converted, so model the taxes due for the conversion alongside bonuses, investment gains and other income before deciding how much makes sense.

➡️ Contribute to a 529 plan. Contributions are not federally deductible, but your state may offer its own tax benefit.

➡️ Review gains and rebalance your portfolio. Realizing gains in a brokerage account can increase taxes, so review gains, losses and portfolio allocation together before making changes.

➡️ Maintain a file with your medical expenses. If you itemize, eligible unreimbursed medical expenses above 7.5% of Adjusted Gross Income (AGI) may be deductible.

➡️ Tweak your W-4. If your withholding no longer matches what you expect to owe, there may still be time to adjust it.

➡️ Donate cash to a charity. New for 2026, eligible non-itemizers may deduct up to $1,000, or $2,000 if married filing jointly, for qualifying cash contributions. Itemizers also face a new 0.5% of AGI floor on charitable deductions.

Our advisors can help you determine which year-end strategies make sense for your situation. Visit www.konzaglobal.com to speak with our advisors.

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

10/15/2026

Net Unrealized Appreciation (NUA) can create tax advantages for appreciated employer stock, but it is not the right fit for every situation.

So how do you know whether it fits?
→ NUA may be worth considering if you hold a significant amount of appreciated employer stock, plan to keep the shares for the long term, believe the stock has a positive long-term outlook, and the tax treatment aligns with your broader retirement strategy.
→ It may be less attractive if a merger or acquisition could alter your plans for the stock, if another strategy better fits your retirement income needs, or if the capital gains tax impact reduces the potential benefit.

At Konza Global Wealth Group, our advisors can help you weigh these factors and determine whether NUA fits your situation. Visit www.konzaglobal.com to book a strategy call.

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

10/14/2026

Your portfolio may be in good shape while other financial decisions get far less attention.

A well-managed portfolio doesn’t mean the rest of your financial life is working as well as it could.

For people who invest on their own, some of the biggest opportunities aren’t in which investments to pick. They’re in taxes, cash, insurance, borrowing and spending.

Wealth Advisor Jake Bossert, CFP®, shares several areas that investors should be reviewing beyond the portfolio:
➡️ Use investment accounts efficiently and consider legal ways to reduce taxes.
➡️ Keep cash aligned with your needs and give extra money a clear purpose.
➡️ Review whether you are paying insurance premiums for coverage you no longer need.
➡️ Shop for better insurance and borrowing rates.
➡️ Watch for emotional decisions that could derail the long-term plan.
➡️ Make sure higher income is helping build more wealth, not simply increasing spending.

Which of these areas do you think investors overlook most often?

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

10/13/2026

Changes in your business or workforce can be a reason to look beyond the annual retirement contribution check.

As year-end planning begins, Fall is a great time to review whether the plan's structure still makes sense.

Take another look at:
🔹 Workforce fit: Does the plan reflect your employees’ current needs and demographics?
🔹 Contribution strategy: Do the match and contribution provisions still align with company goals and employee retirement needs?
🔹 Plan design: Are vesting schedules and other provisions still appropriate for the business today?
🔹 Investments and plan fees: When was the last time your plan’s investment lineup performance was analyzed against peers and plan fees reviewed for opportunities to reduce costs?

Reviewing these pieces together can help determine whether the plan still supports what the company wants it to accomplish.

Our advisors can help evaluate how your retirement plan fits your business and broader financial priorities. Visit www.konzaglobal.com to speak with our advisors.

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

10/08/2026

For retirees without children, the people around the plan can matter just as much as the finances behind it.

Adult children often help with appointments, bills, housing choices and care coordination. If children will not fill those roles, it helps to decide who will.

1️⃣ Build a trusted support system: Identify relatives, friends or professionals who could take on specific responsibilities.
2️⃣ Choose financial and healthcare decision-makers: The person managing financial matters may not be the same person you want making medical decisions.
3️⃣ Prepare for future housing and care costs: Care needs can affect where you live, how much liquidity you need and how retirement assets may be used.
4️⃣ Keep important financial information organized: Make sure the appropriate person can locate accounts, insurance information, estate documents, tax records and professional & medical contacts.
5️⃣ Be intentional about your legacy: Decide which people, organizations or causes you want your assets to support.

If you’re planning for retirement without children, our advisors can help you evaluate how future care needs, liquidity, estate considerations and long-term priorities fit into your financial plan. Visit www.konzaglobal.com to speak with our advisors.

This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Advisory, LLC expressly disclaims all liability concerning actions taken based on any or all of the information in this writing.

Address

10740 Nall Avenue Suite 201
Overland Park, KS
66211

Website

https://konzaglobal.com/

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