Important Dates 2023
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Evensky & Katz / Foldes
This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips.
Key Features Include:
- Tax rates for Married Filing Jointly (MFJ), Single, and Estates/Trusts
- Alternative Minimum Tax (AMT) annual limits
- Long-Term Capital Gains (LTCG) rates for MFJ, Single, and Estates/Trusts
- Standard deductions for MFJ and Single
- Social Security annual limits and earning limits
- Full Retirement Age chart and Social Security taxation summary
- Income-Related Monthly Adjustment Amount (IRMAA) surcharges
- Retirement plan annual limits, including Traditional and Roth IRA limits
- Education tax credits
- Uniform and Single Lifetime Tables (abbreviated versions)
- Estate and gift tax annual limits
- Health Savings Account (HSA) annual limits
Categories
Recent Insights
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Choosing the Right Retirement Plan for Your Business: A Guide for Sole Proprietors
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Retire, Redesign, or Recharge: How to Know It’s Time for a Career Shift
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The Psychology of Money for Kids: How Couples Can Teach Financial Literacy Together
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Talk Your Chart | Dollar Down. Energy Up. What’s Next? | Episode 70
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Executive Order Could Bring Alternative Investments to 401(k) Plans: What You Need to Know
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