Housekeeping items for your Financial Health 2024

Are you ready to tackle your 2024 finances? Learn how here! We’ll discuss necessary annual updates such as your 401(k) deferrals and IRA contributions. Wondering about Roth vs. Traditional contributions? We’ve got you covered. Pondering your retirement date? We’ll strategize about the best timing and method to turn qualified savings into an income stream, and we’ll explain what’s happening with the SECURE Act 2.0. We’ll also highlight updated annual gifting limits and prepare you for the 2026 Tax Law Sunset. This webinar is all about making complex financial topics easy to understand. Let’s navigate 2024 together!

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