Financial PlanningRetirement PlanningTaxes

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As people continue living longer and inflation keeps increasing, here are some tips on how to prepare for changes with retirement planning.

Taxes

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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.

Retirement PlanningTaxes

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An effective and well-rounded plan should every potential aspect including tax, investment, retirement, and estate planning decisions.

Retirement AccountsRetirement PlanningTaxes

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You can borrow up to $50,000 from a 401(k), 403(b), 457(b), Thrift Savings Plan, and defined benefit pension plan, but never a traditional or Roth IRA, including SEPs and SIMPLE plans.
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.

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