Tax Laws Are Changing in 2023 and So Are Financial Plans

Today, Paul and Ira talk about how recent tax law changes around estates, inherited IRAs, and catch-up contributions have changed the landscape of retirement planning and estate planning. Paul wants investors to know that there are more opportunities to get caught in a tax trap as tax laws change and become more complex. Listen along as these two advisors work to educate you on some of the new laws and explain why taxes may become a larger factor in your plan than it was before. Paul also cautions investors who are worried about taxes not to make a decision they’ll later regret when tax laws change again in the future.

 

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