By Senior Advisor Andrew Schaetzke, CFP®.
When planning for the coming year, it can be hard to keep track of all of the new financial and tax information. There are many important financial numbers to be aware of for 2023, including:
Tax rates and brackets, such as for federal income tax, capital gains tax, Social Security tax, and estate tax
Deductions, exemptions, and tax credits
Retirement plan (401(k), 403(b), 457, IRA SIMPLE IRA) and Health Savings Account (HSA) contribution limits
Required Minimum Distribution (RMD) table for tax-deferred retirement accounts
Medicare premiums & IRMAA surcharges
To help you financially plan for 2023, we provide the resource below. As always, we are here to help your family throughout your financial journey. We can provide resources, experience, and strategies that may be valuable to you. Please feel free to reach out to us if you have any questions.
Please click on the images below to view the PDF.
Important Disclosure Information & Sources:
This resource was created by fpPathfinder. SJS pays an annual subscription in order to license resources from fpPathfinder.
There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
Advisory services are provided by SJS Investment Services, a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. SJS Investment Services does not provide legal or tax advice. Please consult your legal professional or tax professional for specific advice.
Hyperlinks to third-party information are provided as a convenience.
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