2025 Annual Limits

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) Deferral  (Pre-tax or Roth) $23,500 […]

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