Episode 171
3 Retirement and Tax Planning Updates for 2023
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
October 19, 202213m 11s
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Show Notes
Today I'm sharing three retirement and tax planning updates for 2023.
Specifically, I'm sharing a summary of important changes to:
- Social Security payments
- Social Security taxation
- Medicare Part B premiums
I'm also sharing key highlights from the highly anticipated Secure Act 2.0 bill + when we might expect it to (finally) pass.
If you're wrapping up your year-end planning and starting to think about 2023 and beyond, this episode is for you.
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