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Category: Insights

Insights

2023 Tax Brackets And Your Planning Timeline

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.

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Insights

IRS Increases 401(k) Limit By Record Amounts

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.

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