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We were honored to support Make-a-Wish as a Joy Sponsor at the 2023 annual Gala held in Cincinnati. The Make-a-Wish Ohio, Indiana, and Kentucky chapter celebrated 40 years of granting wishes as well as a record-breaking level of funds raised for local kids. A few members of the Benchmark team and clients attended the annual gala.
Roth IRAs and HSAs offer powerful tax advantages and long-term benefits. Roth IRAs provide tax-free growth and withdrawals in retirement, while HSAs offer triple tax savings for qualified medical expenses.
After a historic year of persistent inflation, investors and retirees are going back through their financial plans and incorporating the new 2023 Federal tax brackets intro their tax projections for the next year.
On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued technical guidance regarding all of the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023.
Working from home continues to be common 2+ years into the COVID-pandemic and many are suggesting it will increase over the next few years, especially since it can be so appealing to employees.
Working from home continues to be common 2+ years into the COVID-pandemic and many are suggesting it will increase over the next few years, especially since it can be so appealing to employees.
The first six months of 2022 have not been smooth sailing. The Fed has taken a few shots at record high inflation, and after recent readings, it seems to be heading in the right direction — downward. However, the question remains, can the Fed can stick the landing of bringing their inflation targets back in line without sending the U.S. economy into recession?
Stay on top of important changes to contribution limits for retirement accounts in the New Year.
A sound financial plan will take inflation into consideration and prepare for a decrease in the purchasing power of your dollar over time. When you plan for retirement, also consider integrating your adult children into the estate planning structure you set up.
Benchmark was a Gold Sponsor at the Lincoln Heights Outreach, Inc Adult Day Service Grand Opening Celebration. LHOI Adult Day Services provides programs for seniors 60 years of age and older in a community setting for those in need of assistance or supervision in a safe, nurturing environment away from home.
We offer a personalized approach to wealth management.