Tips & Tools For Financial Planning
“The IRA annual contribution limit rises to $7,000 for those under 50, or $8,000 if you’re 50 or older ($500 increases).
The annual 401(k) contribution limit increases to $23,000 per individual for those under 50 in 2024 (up from $22,500).
The 401(k) contribution limit increases to $30,500 per individual for those 50 or older in 2024 (up from $30,000).”
Read MoreTax-loss harvesting is the act of selling assets that have taken a loss, then using those realized losses to offset realized capital gains as well as ordinary income in a taxable account.
Read MoreWhen to invest before paying off debt and vice versa.
What types of insurance to carry.
How to simplify personal finances.
Read MoreAt Oakway Financial we know that finding the right plan for your situation is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.
