CFP® Defines: Important Tax Changes for 2024

Major Tax Changes Ahead in 2024! 🚨 In this video, Julia Lembcke, CFP dives into the essential tax changes for 2024 that will directly impact working individuals to retirees. Learn about increased contribution limits for retirement accounts and health savings accounts, as well as adjustments to tax brackets. Stay informed and make the most out of these changes by optimizing your benefits at work. If you want to maximize your retirement savings and keep up with the latest tax updates, this video is a must-watch! 00:00 - Introduction 00:26 - Review of retirement account contribution increases for 2024 01:26 - Overview of health savings account (HSA) contribution limits for 2024 01:56 - Update on adjustments to tax brackets and standard deductions for 2024 Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Schedule a 20-minute Conversation: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions. #TaxChanges2024 #RetirementSavings #TaxUpdates