Posts Tagged ‘HSA Contribution’
2023 Year-End Tax Planning
The window for many tax-saving opportunities closes on December 31st. It’s important to evaluate your tax situation while there’s still time to affect your bottom line for the 2023 tax year. Your specific circumstances should be considered, so please reach out if you have any questions. Charitable Contributions There are a couple of ways to…
Read MoreReminder as you Prepare your 2022 Taxes
As you or your tax preparer start to work on your 2022 taxes, there are a few things we wanted to remind you. 1099s – TD Ameritrade is releasing 1099s in waves. The most recent wave of 1099s was released on February 10th and the final wave will be released on February 24th. There may…
Read More2023 Key Financial Changes
Social Security recipients are getting an 8.7% increase for their 2023 benefits The Medicare Part B premium is decreasing from $170.10 to $164.90 per month The annual exclusion for gifts is increasing to $17,000 from $16,000 per year per individual The limitation on deferrals for 401(k), 403(b), and most 457 plans is increased to $22,500…
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