The new year brings new limits for various benefits and gifting strategies, and tasks to think about to set yourself up for a more financially secure future.
New limits discussed in this webinar may impact your IRA, HSA, or 401(k) accounts. There is also a new gift tax exclusion limit, increasing the amount you can gift without paying the federal gift tax.
Insights to ensure your year begins on a fresh start include reviewing your beneficiaries, ensuring you have an emergency fund available, budgeting for the new year and more.
Watch this webinar on demand:
Have additional questions? Schedule a conversation with us to see how we can help you reach your goal of starting the year off on the right financial foot.
