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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

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  2. Tax & Retirement Changes for 2023

Tax & Retirement Changes for 2023

Dec 24, 2022

The wheels are in motion for big changes in 2023 to your retirement plan(s). Plus, what tax changes are coming next year? Congress has passed the Secure Act 2.0. In this episode, Karl Eggerss discusses:

  • New required minimum distribution ages
  • Adjusted income tax brackets
  • Increases to the amount individuals can save in retirement savings vehicles
  • Changes to new 401(k) plans
  • Increases to the standard deduction
  • and much more