“The numbers speak for themselves.”

Indianapolis 500-winning team owner Kevin Kalkhoven is one of many that have implied that numbers are great storytellers.  Metaphorically, paying attention to the protagonist of a relevant success story may influence your narrative for next year.

Before you update or start putting together your financial plan for 2024, take notice of what we call the “key numbers” – these are the main characters that develop the directive of a truly sound financial approach: marginal tax brackets, information about how the government taxes Social Security benefits, retirement account income limits, gifting limits, and Medicare Part B premiums, among other things. The purpose of this month’s guidebook is to introduce these key numbers and walk you through how they’re likely to impact your strategy. Let’s get started!

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The information in our Guides is of a general nature and is provided solely for informational purposes; it is not individualized and does not constitute investment advice or an offer to buy or sell any security, product, service or investment