LOGAN W. SIMIOS’ Post

Social Security Will No Longer Withhold 100% of Monthly Benefits to Recover Overpayments Will collect 10% or $10, whichever is greater, of the total monthly Social Security benefit to recover an overpayment. https://lnkd.in/gyTik8iM

3 Social Security Changes In 2024 To Know Social Security changes in 2024 will change how much you get paid and how you qualify https://lnkd.in/gRz_CMnv

Estate Tax Exemption Amount Increases for 2024 Federal Estate Exemption Increases to $13,610,000 Of course doubles for married couples $27,220,000 https://lnkd.in/gF8qSQtS

Problem With 2024 401(k) Catch-Up Contributions New rules governing certain Roth 401(k) Catch-Up Contributions caused confusion and raised concern. Secure Act 2.0 states Catch-Up Contributions for those 50+ required to be Roth contributions if one makes $145K+. However, Act has now delayed this income requirement until 2026. https://lnkd.in/gReWPZXb

2024 Social Security Changes Fact Sheet https://lnkd.in/gWmpNSQV

https://lnkd.in/gDmmNW7c Social Security Announces 3.2 Percent Benefit Increase for 2024 Average $50 + per month starting January