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Determining a Recession: The Rearview Mirror vs. Windshield

Both leading and lagging indicators (the windshield and rearview mirror approaches) can provide useful information—but none of them is foolproof.

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Financial PlanningKristen LukeFebruary 13, 2023Recession, NBER, Leading, Lagging, Rearview Mirror, Windshield, Consumer Confidence, GDP
Key Retirement Planning Changes in SECURE Act 2.0

Here are some of the most significant changes affecting retirement savers and retirees in the SECURE Act 2.0.

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Retirement PlanningParkshore Wealth ManagementJanuary 30, 2023SECURE Act 2.0, IRA, 401(k), 401(b), RMD, Required Minimum Distribution, 529 Plan, Roth
What Are the 2023 Tax Rates and Contribution Limits?

Here are the 2023 changes to tax rates and retirement plan contribution limits.

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Financial PlanningParkshore Wealth ManagementJanuary 17, 2023Tax Planning, Retirement Planning, Tax Bracket, Standard Deduction, AMT, Alternative Minimum Tax, IRA, 401(k)
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Parkshore Wealth Management
3007 Douglas Boulevard, Suite 150,
Roseville, CA, 95661,
United States
Hours
Logan, UT OfficeLehi, UT OfficeFolsom, CA OfficeGranite Bay, CA Office

5940 Granite Lake Dr. | Granite Bay, CA 95746 | Office: (916) 797-3007
50 Iron Point Circle, Suite 140 | Folsom, CA 95630 | Office: (916) 797-3007
3300 North Triumph Blvd., Suite 100 | Lehi, UT 84043 | Office: (385) 250-1830
196 South 100 West, Suite 107 | Logan, UT 84321 | Office: (385) 250-1830
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