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.

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