In the evolving landscape of business investments, one area of opportunity that is often overlooked is the integration of retirement plans within small businesses. The rationale for such integration, from a pure investment standpoint, extends beyond simply providing a...
Envisioning an early retirement? Comprehensive financial planning can turn this ambition into reality. However, early retirement comes with unique considerations, including healthcare coverage, Social Security benefits, and specific investment strategies. This guide...
Embracing the Future of Retirement Savings: Exploring SECURE 2.0’s New Roth Opportunities The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 has recently been enacted, bringing a wave of significant changes to the retirement savings...
The backdoor Roth strategy is a popular technique among high-income earners to indirectly contribute to a Roth IRA, despite being above the income limits that typically allow for direct contributions. This strategy offers the advantage of tax-free growth and...
Title: Section 126 Amends Tax Code to Allow Tax and Penalty-Free Rollovers from 529 Accounts to Roth IRAs If you’re a parent or student saving for higher education expenses, you may have concerns about leftover funds being trapped in a 529 account if not used...
Download our two-page “Important Numbers” guide. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year. It includes:
Tax rates for MFJ, Single and Estates
AMT annual limits
Standard deductions for MFJ and Single
Social Security annual limits (including earning limits)
Full Retirement Age chart
Social Security taxation summary for MFJ and Single
IRMAA Surcharges
Retirement Plan Annual Limits
Traditional and Roth IRA Annual Limits
Estate and gift tax annual limits
HSA annual limits
And More
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