In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for the CARES Act and SECURE Act Amendments, and important 2022 deadlines.
Disclaimer: The information contained within this article is provided for informational purposes only and is not intended to be a substitute for obtaining accounting, tax, legal, investment, or financial advice from a qualified professional. Consulting a qualified professional is crucial before making any decisions based on this information, as individual circumstances vary. While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in this article is accurate, complete, reliable, current, or error-free. We assume no liability or responsibility for any actions taken or not taken based on the content of this article. In no way does this article create a client relationship.