What's My 2023 Tax Bracket?


















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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.