With every new year comes important updates that can impact your investment and retirement income planning. Our 2024 Key Financial Data piece provides updated information about income taxes, how social security is taxed, Medicare deadlines and premiums, and Required Minimum Distributions.
We use this every day in our planning and wanted to share this with you so you can reference it as well. Click on the link below to view the two-page document. And feel free to reach out to the firm if you have questions or would like help with your investment or retirement planning.