2023 Essential Financial Figures
Footnotes and Sources
1. https://www.irs.gov/pub/irs-pdf/p509.pdf
2. https://www.irs.gov/pub/irs-drop/rp-22-38.pdf
3. https://www.irs.gov/newsroom/questions-and-answers-on-the-net-investment-income-tax
4. https://www.investopedia.com/terms/e/education-credit.asp
5. https://www.irs.gov/pub/irs-pdf/f8815.pdf
6. https://www.investopedia.com/terms/c/coverdellesa.asp
7. https://www.irs.gov/instructions/i706
8. https://www.investopedia.com/terms/f/form-706.asp
9. https://www.ssa.gov/news/press/factsheets/colafacts2023.pdf
10. https://www.irs.gov/publications/p554#en_US_2021_publink100043585
11. https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500
12. https://www.irs.gov/retirement-plans/one-participant-401k-plans
13. https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-seps
14. https://www.cms.gov/newsroom/fact-sheets/2023-medicare-parts-b-premiums-and-deductibles-2023-medicare-part-d-income-related-monthly
15. https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/2023-irs-contribution-limits-for-hsas-and-high-deductibel-health-plans.aspx
