Tax

With so much going on around us in the market, it is difficult for many of our clients to take the time to hit pause and think about the impact of taxes on their retirement savings. We thought we would make it easier for you by sharing an up-to-date 2022 Tax Reference Guide. You can use this for a quick glance at important tax filing information for the 2021 and 2022 tax year. This information may also bring to mind questions you have for 2022 planning. If you would like to discuss what changes in your retirement savings should occur for you to better maximize your cash flow in future years, reach out to us! Click HERE for the guide. Call us at: (504) 655-9933

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