2023 Important Numbers

It is hard to believe we are wrapping up another year and putting 2022 in the books. With a new year comes new opportunities, and, in the world of wealth management, new “numbers”. From contribution limits to retirement plans, to Roth eligibility phase out, to RMD tables and more. The new year truly brings new numbers.

It is helpful to have these changes all in one place and the table below is a good resource with many of the new year updates. If any of these updates for 2023 reminds you of an adjustment that needs to be made in your financial plan, please don’t hesitate to contact your QA advisor. If you’re new to QA, please click here to connect with us.

 

KYLE OLSON, CFP®, ChFC®
Managing Director

 

 

This document has been prepared by fpPathfinder LLC and is furnished to you by QA Wealth Management, a division of Quantitative Advantage, LLC (QA), under license from fpPathfinder. While QA believes that the information in the document provided by fpPathfinder is reliable, QA does not guarantee that the information is accurate, complete, or current, and is not responsible for any loss caused or alleged to be caused directly or indirectly by the information.

QA and its wealth management advisors do not provide legal, accounting or tax advice. Our advisors have general knowledge of certain matters included in this information, but individual situations may require the advice of licensed legal, accounting and tax professionals.

For more information about QA, its investment programs, fees, and the risks associated with the investments which QA may make or recommend, please review QA’s Form ADV disclosure brochure, which is available at www.QAwealthmanagement.com.

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