Get Up to Date! What You Need to Know for Your Financial and Tax Planning
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 A cash payment to investors who own stock in the company. 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.