What’s the Difference Between Average vs. Actual Rate of Return?
November 25, 2022
October 2022
AnnuitiesRetirement Planning
- Carlos Dias Jr.
- October 31, 2022
Research has found that a well-designed indexed annuity can address both stock market risk and investment traps by offering a solution for lifetime income, the leading retirement savings problem.
Retirement Accounts
- Carlos Dias Jr.
- October 25, 2022
The IRS released Notice 2022-55 with 2023 contribution limits increasing for a 401(k), 403(b), most 457 plans, and Thrift Savings Plan (TSP) up to $22,500, and both a traditional and Roth IRA up to $6,500.
Financial PlanningRetirement PlanningTaxes
- Carlos Dias Jr.
- October 23, 2022
As people continue living longer and inflation keeps increasing, here are some tips on how to prepare for changes with retirement planning.
MedicareSocial Security
- Carlos Dias Jr.
- October 21, 2022
Social Security benefits will be increasing in 2023 with an 8.7% cost-of-living adjustment due to record-high inflation, which will be the largest in 41 years.
Taxes
- Carlos Dias Jr.
- October 19, 2022
The IRS released Rev. Proc. 2022-38 with 2023 income tax rates, maximum capital gains rates, standard deduction, AMT, QBI deduction, estate tax exemptions, gift tax, long-term care deductions, and per diem.
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Elizabeth Masso
Carlos is a very professional and knowledgeable financial planner. He focused on my financial goals and answered all my questions. He helped me better understand my future retirement plans, as well as how my life insurance policy was set up. Truly thankful for Carlos and his team.
