As we enter 2024, it is prudent to update funding amounts for various account types to reflect new contribution limits. With inflation higher than normal in 2023, contribution limits saw larger than normal increases for the new year. Below we will overview annual limits for notable financial planning items.
Retirement Accounts
Health Savings Accounts
Estate and Gift Tax
Account types may have limits based on your specific situation and it is always important to discuss them with your CPA or a financial professional. If you’d like to have an introductory call to discuss your situation with our team click here to schedule a call.
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