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Di Bello Financial
Fee Only Registered Investment Advisor
Annette Di Bello, CPA/PFS, CFP®
9870 Research Drive
Irvine, CA 92618
949-716-7050
info@dibellofinancialinc.com
www.dibellofinancialinc.com
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2025 Key Numbers
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 | Education Planning Coverdell education savings account limits, education
loan interest deduction limits, American Opportunity and Lifetime Learning
Credits, and more.
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 | Estate Planning
Annual gift tax exclusion, estate tax applicable
exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and
more. | | More Details |
 | Retirement Planning Elective deferral limits, IRA contribution limits,
additional "catch-up" limits, traditional deductible IRA and Roth IRA
compensation limits, and more.
| | More Details |
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IMPORTANT DISCLOSURES
This communication does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced. |
| Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025. |
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