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Resources from Old Point
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Important Tax Numbers for 2025
Each year the Internal Revenue Service (IRS) adjusts dozens of tax provisions to adjust for inflation and prevent what is called “bracket creep.” Bracket creep occurs when inflation, as opposed to real increases in income, pushes people into higher income tax brackets or reduces the value of credits and deductions.
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December 2024 Market Commentary
Election uncertainty is behind us, but policy uncertainty lies ahead. History suggests that campaign rhetoric does not always match policy. Nevertheless, we do expect meaningful policy action in the new administration’s first 100 days. Election aside, the U.S. economy is remarkably resilient.
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Traditional vs. Roth: Which 401(k) is right for me?
Whether you’ve just changed jobs or you’re a soon-to-be grad about to start your first job, one of the most important benefits is saving for retirement with a 401(k). Let’s explore the power of your 401(k) (it may surprise you!), and which kind of 401(k) to use.
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Tax Tips Episode 1: Charitable Deductions
Tax Tips, a closer look at some of your most asked tax questions.
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Important Tax Numbers for 2024
The IRS released its annual inflation-adjusted tax bracket information for 2024. Below are some highlights for your information and tax planning this year. Please contact one of our teammates with any questions you may have or if we can be of any assistance.