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Important Numbers Every Tax Savvy Investor Should Know [New for 2023]

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Understanding different tax rates, available deduction limits, and other financial facts are crucial for families who want financial security. But, staying up to date and informed on changing financial information can be overwhelming

This FREE spreadsheet highlights multiple tax, savings, and investment related information updated for 2023. The Spreadsheet covers many important points to consider such as:

  • 2022 and 2023 IRS Tax Rates

  • Alternative Minimum Tax information

  • Medicare and Medicare Part B IRMAA 

  • Standard Tax Deductions by filing status

  • Retirement Plan annual limits

  • Roth IRA and Traditional IRA information

  • Health Savings Accounts 



Download our FREE Cheat Sheet for the most important numbers you need to know in 2023.

Important tax numbers for 2021 part 2
Important tax numbers for 2021

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Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.


Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.


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