It’s a new year, and retirement rules are shifting yet again. Casey and Jarrod sit down with CPA Steve Levy to break down the major 2022 Cost-of-Living Adjustments (COLA) that impact retirement contributions, employer matches, and Social Security taxes. From new deferral limits to the rising Social Security wage base, they unpack what practice owners need to know right now. Whether you're planning your own retirement strategy or supporting your team’s savings goals, this episode offers a clear, practical rundown of the changes that will affect your practice’s finances.
Interested in more info on how to: Earn More, Save More, and Retire Early
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