Key Financial and Tax Planning Data
Special Report

Key Financial & Tax Planning Reference Guide 2023

February 2, 2023

Stay Informed! What You Need to Know for 2023 Financial and Tax Planning

2023 is only just getting going, but there’s plenty to consider before the end of this year that can impact your annual check to (or refund from) Uncle Sam. And with the changes brought by Secure Act 2.0, it could pay to make some adjustments to your tax or retirement savings strategy sooner rather than later. 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

Stay informed. This reference guide is one you can’t do without as you wrap up your 2022 tax filings and look ahead to 2023’s updated limits and requirements. Please complete the form on this page to receive 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.