Happy New Year!!! The Educated Investor team is pleased to start the 2024 new year with updated tax and financial information for you!
Updates are now available online.
For all our valued clients, all updates are made immediately available to you FREE of charge. Some of the highlights this year include:
Secure 2.0 Act
- Updates regarding hardship exemptions, required minimum distributions, emergency savings accounts and other events beginning in 2024.
Education planning updates
- Updates on 529 plans
- Updated student loan repayment information
- Updated financial aid information
Retirement plan updates
- Updated contribution limits to individual and employer retirement plans
- Expanded list of hardship exceptions for retirement accounts
- Updates to Social Security information, such as benefit limits and maximum taxable salary
Health-related updates
- Updated contribution limits for health savings accounts and flexible spending accounts
- Updated deduction limits for long-term care premiums
- Updated facts and figures
Tax and investment information
- Updated capital gains tax information
- Updated tax deferral information
- Updated personal tax bracket information
Estate planning information
- Updates on federal gift and estate tax exemptions
Other updates include:
- Two new courses on mobile payments
- Updated videos
- Updated Spanish-language content
- New projects for several courses
- Numerous updated contact information and URLs
- Over 150 quiz questions revised for clarity
To learn more about our updates and strategies that you can use to help share this updated information with your employees, customers, or members, please contact our editorial team or your account manager. Thanks for your continued confidence and best wishes in 2024!