2024 Key Financial Changes

Social Security recipients are getting a 3.2% increase in their 2024 benefits. The Medicare Part B premium is increasing from $164.90 to $174.70 per month. The annual exclusion for gifts increases to $18,000 from $17,000 per year per individual. The limitation on deferrals for 401(k), 403(b), and most 457 plans is increased to $23,000 for…

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2023 Key Financial Data

Follow this link to download the most recent copy of 2023 Key Financial Data.   If you have any questions about the new rules or limits, feel free to schedule with an advisor.

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2022 Key Financial Data

Key financial data

Follow this link to download the most recent copy of 2022 Key Financial Data. If you have any questions about the new rules or limits, feel free to schedule with an advisor.  

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