With so much going on around us in the market, it is difficult for many of our clients to have time to hit pause and think about the impact of taxes on their retirement savings. We thought to make it easier for you by sharing an up-to-date 2022 Tax Reference Guide for a quick glance at important tax filing information for the 2021 tax year. This information may also bring to mind questions you have for 2022 planning, and a desire to discuss what changes in your retirement savings should perhaps occur for you to better maximize your cash flow in future years. Call us, we’re always here to help.
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This commentary was created by a third-party for the Agent’s use. NTM 08-27.