Financial Resources From Your Friends at WSFS

[1]https://www.wsj.com/articles/fed-raises-rate-by-0-5-percentage-point-signals-more-increases-likely-11671044561?st=wjr87nabhtqmgch&reflink=desktopwebshare_permalink
[2]https://www.irs.gov/retirement-plans/amount-of-roth-ira-contributions-that-you-can-make-for-2023
[3]https://www.forbes.com/sites/davidkudla/2022/10/07/backdoor-roth-conversions-and-the-pro-rata-rule-caveat/?sh=509a0a8e294d
[4]https://www.businessinsider.com/personal/-finance/roth-ira-5-year-rule

WSFS Bank d/b/a Bryn Mawr Trust and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult you legal, tax or accounting advisors to determine how this information may apply to your own situation.

This communication is provided by Bryn Mawr Trust for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this report is derived from sources that Bryn Mawr Trust believes to be reliable; however, Bryn Mawr Trust does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.