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Hello All-


There are lots of important numbers that we need to keep in mind each year. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently.


Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference when we’re working through financial to-do’s at various points over the course of the year.


In response to this challenge, we’re sharing this two-page ‘Important-Numbers-2024’ summary guide. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.


As a reminder, for 2024, the 401k/403b employee deferral/contribution limit will be increasing to $23,000 (or $30,500 for those who will be age 50+ in 2024).


Please be sure to adjust your withholdings, as necessary, and let us know if you would like direct assistance with this.


Connor



Connor Gallivan

Financial Advisor


857-201-3420


781-835-6911


https://cgallivan@meetmarathon.com


https://www.meetmarathon.com


131 Dartmouth Street, 3rd Floor, Boston, MA 02116

Our Team:

Charles G Brown | Financial Advisor | cgbrown@meetmarathon.com

John Bay | Director of Investments | jbay@meetmarathon.com

Indrani Namilikonda | Client Services Coordinator | inamilikonda@meetmarathon.com

REQUIRED DISCLOSURE:
Investment advisory services provided by NewEdge Advisors, LLC doing business as Marathon Financial Group, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
 
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Marathon Financial Group | 857-201-34320 | 131 Dartmouth St 3rd Floor Boston, MA 02116 | meetmarathon.com