The updated limits and the mandatory Roth catch-up can affect your tax, investment, and estate plan, so it is worth revisiting your strategy. Higher contribution limits help only if your portfolio is built to put those dollars to work, and a growing Roth balance can simplify eventual transfers to beneficiaries. Coordinating catch-up decisions across these areas is where a comprehensive financial plan can add the most value.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
