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  1. Home
  2. Archived Blog
  3. December 2023

December 2023

The Internal Revenue Service has released new limits for certain retirement accounts for 2024

Submitted by Blue Chip Financial on December 19th, 2023

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for 2024.

Keep in mind that this update is for informational purposes only, please consult with an accounting or tax professional before making any changes to your 2024 tax strategy.

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Unwrap a Holiday with Less Financial Stress

Submitted by Blue Chip Financial on December 19th, 2023

The stores are decorated, the lights are strung, and the holiday events have started. Even though everything is shiny and cozy, it’s hard to ignore that tiny feeling that the holidays seem to feel more expensive each year. But you’re not alone; holidays are a financially stressful time for many.

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5 Year-End Tax Planning Opportunities

Submitted by Blue Chip Financial on December 5th, 2023

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

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