My annually updated paper on the subject is attached. Other than a few grammar tweeks, it remains largely unchanged from years past as the IRS hasn't changed the rules!
However, this year, due to popular demand, I have included the new benefit limits for 2024. While those were shared previously, many have asked to have all of this "fun" stuff in one place.
John
John H. Taylor
Principal
John H. Taylor Consulting, LLC
2604 Sevier St.
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987