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What are the plan limits for 2023?

As expected, many of the key plan limits increased for the 2023 plan year including the elective deferral limit, the DC Plan combined limit, and the annual compensation limit. Below are the limits for 2020-2023 – click here for a downloadable version. See IRS notice 2022-55 for a complete list of all plan limitation amounts.

How do I download the 2024 annual limits Reference Sheet?

Download the 2024 Annual Limits Reference Sheet STEP 1: Enter your information in the form below, and click “ Download Now .” STEP 2: You will be directed to a page where you can download the 2024 Annual Limits reference sheet, and reference sheets from previous years. STEP 3: Click the links to access the guide.

How can I become a financial planner?

Gain the knowledge, skills, and credentials to succeed at every stage of your financial planning career. At the industry-leading College for Financial Planning ® —a Kaplan Company, you can pursue a professional certification, complete your CFP ® certification education, or earn a master’s degree 100% online, on your schedule.

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