We hope that you and your loved ones are doing well. As we close in on the end of the year, we wanted to provide you with some important updates for 2024. The IRS has announced changes to retirement plan contribution limits. Here is a highlight of those changes:
We are monitoring additional potential changes and will discuss in future meetings as necessary. Please make sure you consult a tax professional when making any tax-related decisions. As always, if you have any questions, please feel free to reach out. We hope you and your family have a wonderful holiday season, and best wishes to you in the New Year! Mapstone Veritas Financial Group Sources: www.irs.gov www.ssa.gov Mapstone Veritas Financial Group, Equitable Advisors and its associates do not provide tax or legal advice. Please consult with your own tax or legal advisors regarding your own particular circumstance. PPG- 6072664.1 (11/23)(Exp. 11/25)
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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization. Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.
Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
General Conflict of Interest Disclosure
PPG-122505 (Rev. 11/20) (Exp. 11/24)
Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization. Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.
Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
General Conflict of Interest Disclosure
PPG-122505 (Rev. 11/20) (Exp. 11/24)