With a new year brings higher contribution limits and income adjustments across a number of advantaged investment accounts, including retirement plans (401ks, etc.), IRAs, HSAs and 529 plans.
Make sure you check to see how you can take advantage of the new updates on these great saving and investing vehicles!
Quick Links
401k and IRA IRS Tax Update: https://www.irs.gov/newsroom/taxpayers-should-review-the-401k-and-ira-limit-increases-for-2023
HSA Contribution Update: https://www.hsabank.com/hsabank/learning-center/irs-contribution-limits-and-guidelines
Wisconsin 529s: http://529.wi.gov/
Investment Consultant | Portfolio Manager | Wealth Advisor
Eric is a member of the Larson Financial investment committee and provides private wealth management services through Intrua Financial.
A passionate advocate for financial literacy, Eric also develops multimedia educational courses and market insights designed to demystify complex investment concepts for individual investors.
Prior to his current roles, Eric served as a Senior Portfolio Analyst and Vice President at Robert W. Baird, and previously as a Mutual Fund Specialist at U.S. Bancorp Fund Services.
He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Eric earned his Master of Business Administration with a specialization in Finance from Marquette University, graduating with honors, and holds a Bachelor of Business Administration from the University of Wisconsin–Madison.