Key Financial & Tax Planning Reference Guide 2021

Stay Informed! What You Need to Know for Your Year-End Financial and Tax Planning

Tax Day 2022 may seem a long way off, but there’s plenty to consider before the end of this year that can impact your annual check to (or refund from) Uncle Sam. In this handy reference guide, we’ve compiled all of the tax rates and critical retirement savings deadlines and 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 wrap up your 2021 tax planning and look ahead to 2022. Please complete the form on this page to receive this free, no-obligation report today!

For more information, please call us at (800) 492-6868.

Tax information contained herein is general in nature, is provided for informational purposes and is not to be taken as tax advice.

Download Key Financial & Tax Planning Reference Guide 2021

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