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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Digital Threats, Organized Solutions: Your Playbook for Financial Protection
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Talk Your Chart | How the Machines of Capitalism Drive Markets: Insights from Lane Jones | Episode 63
Dive into episode 63 of Talk Your Chart with special guest Lane Jones, Chief Investment Officer, as we explore U.S. dominance in global investment, shrinking public markets, the challenges of homeownership, and why diversification still matters.
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Maximizing Wealth with Smart Strategies: Tax-Loss Harvesting & Asset Location
Finding ways to add value to managing client portfolios is vital to maintaining long-term successful relationships. At Evensky & Katz/Foldes, we don’t just invest your money and move on. We’re always looking for opportunities to demonstrate our expertise and assure you that we’re keeping an eye on your portfolio. Of course, in a perfect world,…
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Why Offering a 401(k) Plan is the Ultimate Win-Win for Company Owners
As a business owner, you face tough decisions every day. One decision that could have a lasting impact on your company’s success—and your employees’ financial future—is offering a 401(k) plan. Not only does it benefit your bottom line, but it also shows your commitment to employee well-being. Let’s explore why offering a 401(k) plan is…
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Talk Your Chart | How Long Can This Bull Run? Projections, Policies, and Predictions | Episode 62
In Episode 62, we dive into the state of the bull market, lessons from the S&P’s highs, and what Wall Street expects for 2024. We also explore the role of innovation, AI, and cautious optimism in shaping future investments. Tune in for practical insights and bold predictions. Charts from this episode are available for download…
