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401kQuote.com assists 401(k) Plan Sponsors to improve their existing retirement plans. No offers may be made or accepted from any resident of any other state.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. finra.org sipc.org
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03/11/2022
The IRS announced adjustments for 2023:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2023.
There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.
Have questions about the new rules? My office has 2023 tax resources that you may find helpful.
This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.
01/11/2022