In this episode, Matt Blocki and Jamison Smith discuss the top 10 tips that can impact your financial planning for 2024. With the IRS adjusting its limits to account for inflation, it's essential to stay informed about these changes and how they can affect your financial future.
They discuss 401(k)s and the nuances of the 402(g) and 415(c) limits, Roth IRAs, Social Security tax changes, HSA contribution limits, tax brackets, estate planning, 529 plans, the standard deduction and more!
Matt and Jamison provide practical tips and strategies for optimizing your financial plan, whether you're a high-income earner or looking to secure your family's financial future. Tune in and share this episode with friends and family who want to make the most of their financial journey and have financial clarity.
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