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Hello,

This month, our newsletter explores the following topics:

• Exploring the new Inflation Reduction Act and taxes
• How far $1M in retirement savings will go
• Common IRA mistakes to avoid
• 2023 Social Security COLA could be 10.5%

This is a good time to start strategizing for year-end 2022. If we can help you
with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

The Inflation Reduction Act And Taxes: What You
Should Know

President Biden signed the Inflation Reduction Act—a climate, energy, healthcare,
and tax law that increases IRS funding and changes some tax policy and tax
credits. Read More >

Can You Retire On $1 Million? Here’s How Far It Will Go

Saving a million dollars is doable if you start early, and it could last you decades in
retirement. But will it last long enough? Read More >

Don’t Make These Common IRA Mistakes

Millions of Americans use both traditional and Roth IRAs to save for retirement.
IRA expert Ed Slott walks us through common IRA mistakes and missed
opportunities that you can avoid. Read More >

Social Security Cost-Of-Living Adjustment Could Be
10.5% In 2023, According To New Estimate

Social Security beneficiaries will be in line to receive a record high cost-of-living
adjustment in 2023 due to inflation. The question is exactly how high it may be. Read More >