Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at firstname.lastname@example.org.
Related Guide: AGI/MAGI Summary Guide
2024 Important Numbers updated 11/15/2023
There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference during a client meeting.
In response to this challenge, we’ve created the two-page “Important Numbers” summary guide. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year. It includes: