Retirement Contribution Limits
|
Account Type |
2023 |
2024 |
||
|
Under 50 |
50 & Older |
Under 50 |
50 & Older |
|
| Traditional & Roth IRA |
$6,500.00 |
$7,500.00 |
$7,000.00 |
$8,000.00 |
| SIMPLE IRA |
$15,500.00 |
$19,000.00 |
$16,000.00 |
$19,500.00 |
| 401(K) |
$22,500.00 |
$30,000.00 |
$23,000.00 |
$30,500.00 |
Investment Research and Performance Reporting
Investment research and performance reporting is provided for full service clients through a professional subscription to Morningstar Office. A generous amount of information is available for free at www.morningstar.com.
Social Security Administration
Any effort to integrate and maximize social security benefits alongside an investment strategy is considered to be of high value. We urge all clients to visit www.socialsecurity.gov and establish an online account.
Online Resources
A good starting point among countless financial websites is www.investopedia.com. Investopedia is a leading resource for investing education with a comprehensive financial dictionary.
Retirement Contribution Limits
|
Account Type |
2024 |
|
|
Under 50 |
50 & Older |
|
| Traditional & Roth IRA |
$7,000.00 |
$8,000.00 |
| SIMPLE IRA |
$16,000.00 |
$19,500.00 |
| 401(K) |
$23,000.00 |
$30,500.00 |
Online Resources
A good starting point among countless financial websites is www.investopedia.com. Investopedia is a leading resource for investing education with a comprehensive financial dictionary.
Social Security Administration
Any effort to integrate and maximize social security benefits alongside an investment strategy is considered to be of high value. We urge all clients to visit www.socialsecurity.gov and establish an online account.
Investment Research and Performance Reporting
Investment research and performance reporting is provided for full service clients through a professional subscription to Morningstar Office. A generous amount of information is available for free at www.morningstar.com.
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