Insights
Deadline for Business Owners to Consider
As 2024 comes to a close, remember the January 1, 2025 deadline to file your Beneficial Ownership Information (BOI) report with FinCEN is also coming due for some businesses. See below for the more highly relevant information we have summarized to help you understand whether you may be affected. WHAT
2025 IRS limits announced
The IRS recently announced 2025 limits affecting retirement plans and other qualified savings vehicles. New in 2025, you could have a higher catch-up limit of $11,250 in your retirement plan (this is 150% of the normal catchup limit of $7,500) at ages 60, 61, 62, or 63. You will see
Prioritizing Various Types of Savings
Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind. Contact us to dive deeper and
Deadline for Business Owners to Consider
As 2024 comes to a close, remember the January 1, 2025 deadline to file your Beneficial Ownership Information (BOI) report with FinCEN is also coming due for some businesses. See below for the more highly relevant information we have summarized to help you understand whether you may be affected. WHAT
2025 IRS limits announced
The IRS recently announced 2025 limits affecting retirement plans and other qualified savings vehicles. New in 2025, you could have a higher catch-up limit of $11,250 in your retirement plan (this is 150% of the normal catchup limit of $7,500) at ages 60, 61, 62, or 63. You will see
Prioritizing Various Types of Savings
Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind. Contact us to dive deeper and
