2024 Personal Finance At A Glance

A new year means new contribution limits. We’ve compiled key considerations for the 2024 tax year, as well as highlighted important SECURE Act 2.0 changes going in to effect this year. Click on image below to view and be sure to reach out to Zach (zach@kirrmar.com) or Maggie (maggie@kirrmar.com) if you have any questions!

Check with your financial professional for updates. Information contained herein is current as of 1/17/2024. It is subject to legislative changes and is not intended to be legal or tax advice. Consult a qualified tax advisor regarding specific circumstances. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties expressed or implied are hereby excluded.