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Independent Financial Advisor

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Peggy Slaughter

Business Owner

2 个月

This is really helpful! Thank you for sharing this guide James Slaughter and Sierra Ridge Wealth Management.

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2 次回应
Robert Rigatta

Business Owner

2 个月

I look forward to the Sierra Ridge Wealth Management Key Financial Guide each year. It's an incredible guide! Great job!

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2 次回应
Whitney Graziano

Training Administrator-Credentialing Operations and Strategies

2 个月

Thank you for putting this together James Slaughter and Sierra Ridge Wealth Management. This is a really helpful guide.

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3 次回应
Daycation For Seniors Franchise

2 个月

This is a great guide. Thank you for preparing this each year, Sierra Ridge Wealth Management.

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Sierra Ridge Wealth Management

2 个月

A special focus on highlights like: 401(k) Contribution Limit: Increased to $23,500, with new catch-up provisions for ages 60-63. Standard Deduction: Now $30,000 for married couples filing jointly. Gift Tax Annual Exclusion: Raised to $19,000. Whether you're preparing for retirement, managing investments, or navigating tax strategies, staying informed is the first step to financial success.?

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