Happy New Year!
This year, the turning of the calendar comes with increases to social security, tax brackets, standard deductions, annual exclusion gifting limits, contribution limits, and RMD ages that we want you to be aware of. Please review the summary of Key Financial Planning Figures for 2023 below and reach out to us if you have any questions.
We look forward to working together in 2023!
Sam, Will, Kris & John
