In this episode with Paul and Garrett, we delve into the important financial dates, milestones, and numbers you must be aware of for 2024. From tax brackets to retirement plan contributions, we cover various topics designed to help you plan, keep, and grow your wealth for a successful future. Whether it's understanding age-related changes or navigating tax season, we've got the insights you need.

Key Points From This Episode

• Significant financial changes tied to specific birthdays
• Understanding 2024 tax brackets and implications
• The significance of ages 50, 59.5, 62, and 65 in financial planning
• Retirement planning with catch-up contributions
• Navigating Social Security benefits and reverse mortgages
• Medicare eligibility considerations and planning for healthcare
• The impact of reaching full retirement age on finances
• Long-term capital gains and income tax brackets for 2024
• Maximizing contributions to Health Savings Accounts
• Estate and gift tax exemptions and implications for 2024
• Strategies for Roth conversions and minimizing lifetime taxes

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Useful Links

Garrett on LinkedIn

Paul on LinkedIn

Ascend Investment Partners