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3 Retirement (and Tax Planning!) Updates for 2023

3 Retirement (and Tax Planning!) Updates for 2023

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.

An offer to receive a free retirement assessment.

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.