Limits & Milestones: Your Financial Planner for 2025
Our affiliated financial planning firm *Copper Leaf Financial is very excited to unveil their new annual brochure “Limits & Milestones: Your Financial Planner for 2025“. The new brochure includes all of the important financial deadline and limitation information you need in one place!
- Retirement plan contribution limits & deadlines
- Individual retirement accounts
- Health savings accounts
- Deductibility of LTC premiums
- Vermont 529 plan deadlines
- Medicare premiums and deductibles
- Estate and gift tax exclusions
- Long-term capital gains tax
- Social security benefits information
- Charitable contribution limitations
They’ve got you covered! Contact Copper Leaf today if you need assistance with any of the topics presented in the brochure or if you would like to schedule a complimentary strategy session. Their holistic approach to wealth management includes a plan that is designed to integrate and enhance every aspect of your financial life: from tax planning to estate planning to risk management to retirement funding to charitable giving and beyond.
Recipients should not act on the information presented without seeking prior professional advice.
*Copper Leaf Financial is an affiliated and separately registered entity.
