13 Mar 2023 Key Numbers
Links to all of the key numbers for your 2023 planning.
Individual Income Tax Planning
Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and more.
2023 Federal Income Tax Rate Schedules (Individual, Trusts, and Estates)
Tax rates for all filing statuses.
Business PlanningEarnings subject to FICA taxes, Section 179 expensing, standard mileage rate, and more.
Protection PlanningEligible long-term care premium deduction limits, Archer Medical Savings Accounts, and Health Savings Accounts (HSAs).
Retirement PlanningElective deferral limits, IRA contribution limits, additional “catch-up” limits, traditional deductible IRA and Roth IRA compensation limits, and more.
Investment PlanningTax rates on long-term capital gains and dividends, additional Medicare contribution tax on unearned income.
| This information was developed by Broadridge, an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results. |
| Prepared by Broadridge Advisor Solutions Copyright 2022. |