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The Fontana Financial Difference
“Fontana Financial Planning has given us
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financial future. Their team truly listened to
our needs and offered guidance tailored to our goals. We feel secure knowing our
finances are in expert hands.” – Greg A.
“Patrick and Michael made navigating our finances so much easier. Their personalized approach gave us peace of mind and confidence in our future.” – Susan N.
“Working with Fontana has been a reassuring experience. Their expertise and guidance have helped us feel secure about our financial plans.” – Edward U.
The Latest Financial Insights
2025 Annual Limits
As we enter 2025, it is prudent to update funding amounts for various account types to reflect new contribution limits. Below we will overview annual limits for notable financial planning items. Retirement Accounts Account Type Limit Catch-Up IRA $7,000 $1,000 if over 50 Roth IRA $7,000 $1,000 if over 50 401(k)
Off to School: Guide to 529 Distributions
For most investors, the 529 account is the most used account type to save and invest for a child’s education. This type of account provides for tax-deferral on the growth of the investments and if the funds are used for ‘Qualified Educational Expenses’ the funds can be withdrawn tax free.
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