The beginning of the year is a good time to make sure you are on your way to meeting your financial goals. Take these smart financial steps in early 2024 to continue on the path to a more secure financial future:
CONTRIBUTION LIMITS | ||
---|---|---|
2024 | 2023 | |
401(k) & 403(b) Elective Deferrals | $23,000 | $22,500 |
401(k) & 403(b) Catch-up Elective Deferrals for 50+ | $7,500 | $7,500 |
Traditional & Roth IRA Contributions | $7,000 | $6,500 |
Traditional & Roth IRA Catch-Up for 50+ | $1,000 | $1,000 |
Health Savings Accounts (HSA) Contributions | Single: $4,150 Family: $8,300 |
Single: $3,850 Family: $7,750 |
Health Savings Accounts (HSA) Catch-Up for 55+ | $1,000 | $1,000 |
A Jemma Financial Advisor can help you and your family set and achieve your financial goals this year.
*The Internal Revenue Service defines a high-deductible plan as any plan with a deductible of at least $1,600 for an individual or $3,200 for a family.
Need assistance? Call 855.662.2121 or email info@jemmafinancial.com
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IMPORTANT NOTICE
You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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