News & Insights

IRS 401(k) & IRA Limit Increases for 2023

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By: Steven Guipe The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 — up from $20,500 in 2022. The income ranges for determining eligibility […]

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Maner Costerisan Welcomes New Tax Partner to Support Growing High Net Worth Tax & Wealth Management Practice

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Jen Danko brings over 12 years of estate, trust and tax consulting services experience to team.      LANSING, Mich. – Maner Costerisan, a top regional business consulting and award-winning public […]

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Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans

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The Consolidated Appropriations Act, 2023 (Public Law No. 117-328) that was signed into law on December 29, 2022 by President Joe Biden includes the SECURE 2.0 Act of 2022, which […]

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SECURE 2.0 Law May Make You More Secure In Retirement

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A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community […]

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Year-End Spending Package Tackles Retirement Planning, Conservation Easements

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On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new laws that could affect your financial planning: the Setting […]

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