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.

Written By  Brett Sebion, Financial Coach
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