Limits & Milestones: Your Financial Planner for 2025
Copper Leaf Financial is very excited to unveil our new annual brochure “Limits & Milestones: Your Financial Planner for 2025“. Our 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
We’ve got you covered! Contact us 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. Our 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.