Welcome to the Stay Healthy podcast. I'm your host, Taylor Schulte, and it's that time of the year when I update and share my two-page tax cheat sheet for the upcoming year. One listener recently wrote to be saying that he does a lot of planning around taxes, Irma, etc. And it's the best cheat sheet that he's come across.

I'll be sharing how you can grab the document in today's episode as well as sharing four big

retirement and tax planning updates for 2024. So if you're wrapping up your year-end planning

and starting to think about 2024 and beyond, you will enjoy today's episode.

To grab the links and resources mentioned, just head over to us staywealthy.com forward slash

207.

Before we dive into the four big tax changes, be sure to go and grab my updated tax cheat sheet

for 2024.

The document is nicely organized on two pages, and it includes updated important numbers

that you will most certainly want to reference throughout the next year.

Federal income tax brackets, alternative minimum tax changes, long-term capital gains

brackets, new standard deduction amounts, social security wage base

and earning limits, updated Medicare premiums and Irma surcharges, RMD Uniform Lifetime Table,

and more, all packed and nicely organized into two easy-to-read pages. To grab your copy,

all you have to do is just click the link in the episode description

in your podcast app or visit the show notes page for today's episode, which can again be found

by going to you staywealthy.com forward slash 207. And if you find retirement resources like these

helpful, I'd love for you to consider joining the Stay Wealthy Retirement Newsletter.

Every week, I personally write and send something valuable and helpful for retirement savers.

Tax and planning tips, concise summaries of new laws like the Secure Act 2.0, timely economic updates, and free retirement guides and checklist just like the tax cheat sheet that you're getting today.

In fact, in next week's issue, all newsletter subscribers will be receiving five of my favorite

interactive checklists and flow charts that are directly relevant to retirement and tax

...