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Eye on Money March/April 2024

Eye on Money March/April 2024

March 01, 2024

We invite you to check out the new issue of Eye On Money! Inside are articles on:

  • Planning your estate. No matter your age or the size of your estate, it is important to have an estate plan in place to help protect your family’s future, as well as your own. Here are a few things to know about creating one.
  • Education tax credits.  If you pay college tuition for yourself, your spouse, or a dependent and your income is under a certain limit, you may be eligible to claim a tax credit for part of the qualified education expenses you pay. There are two credits available. Here’s how they compare.
  • Roth IRA.  Don’t miss this one if you are saving for retirement! We’ll tell you how Roth IRAs work and why you may want one.
  • 2024 contribution limits. The annual limits have increased for 2024. Here’s how much you may be able to contribute to your retirement and health savings accounts this year.

Also in this issue, you can learn about exchange-traded funds, health savings accounts, and important financial deadlines. Plus, you can travel vicariously to Chiang Mai, Thailand, discover places to savor the sight and scent of flowering trees and shrubs this spring, and see how much you know about Seattle.

 If you have any questions, please make an appointment in our calendar.

Eye On Money March/April 2024