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Tax Aware Wealth Management
About
Professionals
Business Owners
Retirees
Services
Disclosures
Blog
Contact
Client Portal
About
Professionals
Business Owners
Retirees
Services
Disclosures
Blog
Contact
Client Portal
I’m sorry, but who doesn’t want up to $359,429 tax-free?
John Agnew, CFA, CFP®, RICP®, CLU® 12/30/23 John Agnew, CFA, CFP®, RICP®, CLU® 12/30/23

I’m sorry, but who doesn’t want up to $359,429 tax-free?

These are just some of the key reasons why you should look into a High Deductible Health Plan (HDHP) and a Health Savings Account (HSA).

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Straight from Tax Horse’s Mouth —> New 401(k) limit for 2024 of $23,000 (below age 50) and $30,500 (age 50 catch-ups)
John Agnew, CFA, CFP®, RICP®, CLU® 12/30/23 John Agnew, CFA, CFP®, RICP®, CLU® 12/30/23

Straight from Tax Horse’s Mouth —> New 401(k) limit for 2024 of $23,000 (below age 50) and $30,500 (age 50 catch-ups)

Straight from the Tax Horse’s Mouth - 401(k)/403(b)/most 457 plan limits increase to $23,000 (if under age 50), and $30,500 (if age 50+). IRA/Roth IRA limits increase to $7,000 (under age 50), and $8,000 (if age 50+).

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Pass-through entity (PTE) elective tax - don’t snooze through 06/15/22!
John Agnew, CFA, CFP®, RICP®, CLU® 5/31/22 John Agnew, CFA, CFP®, RICP®, CLU® 5/31/22

Pass-through entity (PTE) elective tax - don’t snooze through 06/15/22!

Are you an owner of a California qualifying pass-through entity such as an S corporation or partnership? Make your elective estimated tax payment before June 15 for the tax years 2022 through 2025.

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A short excerpt from:'The Five Best 2020 Tax Planning Ideas,' by Ed Slott, CPA.
John Agnew, CFA, CFP®, RICP®, CLU® 12/20/20 John Agnew, CFA, CFP®, RICP®, CLU® 12/20/20

A short excerpt from:'The Five Best 2020 Tax Planning Ideas,' by Ed Slott, CPA.

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John Agnew is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional | The Wealth Collective, LLC. ©2020. All Rights Reserved.

The Wealth Collective, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where the Wealth Collective, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Wealth Collective, LLC unless a client service agreement is in place.