Stay Informed! What You Need to Know for Your Year-End Financial and Tax Planning Tax Day 2023 may seem a long way off, but there’s plenty to consider before the end of this year that can impact your annual check to (or refund from) Uncle Sam. In this handy reference guide, we’ve compiled all of the tax rates and critical retirement savings deadlines and limits in one tidy package, including: Tax rates on capital gains, qualified dividends and gifts 401(k), 403(b) and 457 plan contribution and income limits Standard deductions and phase-outs Medicare premiums and Social Security The best investor is an informed investor, and this reference guide is one you can’t do without as you wrap up your 2022 tax planning and look ahead to 2023. Please complete the form on this page to get your copy of this free, no-obligation report today! For more information, please call us at (800) 492-6868. Tax information contained herein is general in nature, is provided for informational purposes and is not to be taken as tax advice.