Stay Informed! What You Need to Know for 2022 Financial and Tax Planning 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. 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. For the 2021 Key Financial & Tax Planning Reference Guide, click here. Tax information contained herein is general in nature, is provided for informational purposes and is not to be taken as tax advice.