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Our Weekly Blog

Big changes to 401(k) plans Thumbnail

Big changes to 401(k) plans

Currently 401(k) participants age 50 and older can contribute an additional $7,500 on top of their regular $22,500 salary deferral. Kudos to you if you are already maxing out your contributions. However, starting in 2024, catch up contributions for participants earning more than $145,000 will have to be made to a Roth, or on an after-tax basis.

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What Are Estate Taxes? Thumbnail

What Are Estate Taxes?

On the Federal side, under current legislation, most don't need to worry about that as it only applies to those with estates over $12.92 million (or $25.84 million if married) BUT, on January 1, 2026, this amount will revert back to the 2017 amount of $5 million, adjusted for inflation unless the law is changed.

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