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Annual Limits

Key Annual and Lifetime Limits / Exclusions for 2021

  • 401(k) Contribution Limit: $19,500 by employee ($26,500 if 50+)

  • IRA Contribution Limit: $6,000 ($7,000 if 50+)

  • Annual Gift Tax Exclusion: $15,000/individual per done or $30,000 per married couple

  • Gifts to Non-US Citizen Spouse: $159,000

  • Estate, Gift & GST Tax Exclusions: $11.7 million per donor or $23.4 million per married couple

If you are in the position to max these limits and haven't, let's have a chat.

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