Get Up to Date! What You Need to Know for Your Financial and Tax Planning
Are you up to speed on how tax brackets and contribution limits have changed for 2021 and what it will mean for your finances this year? Our handy reference guide can help you keep tabs on the key facts and figures you’ll need to maximize your savings. We’ve compiled all of this year’s tax rates, critical retirement savings deadlines and plan limits in one tidy package, including:
- Tax rates on capital gains, qualified dividends and gifts
- 401(k), 403(b) and 457 plan contribution and income limits
- Standard deductions and phase-outs
- Medicare premiums and Social Security
The best investor is an informed investor, and this reference guide is one you can’t do without as you prepare for the year ahead. Please complete the form on this page to receive this free, no-obligation report today!