Broker Check

Request for: Important 2020 Tax and Financial Numbers

Do you know the Tax Rates?  Retirement Contribution Thresholds? Required Minimum Distribution Amounts?  This checklist can help make sure you don't miss any important components.

What are the Eligibility Issues?
Cash Flow Issues?
Debt Issues?
Tax Planning and Other Concerns?

It's important to be informed, not just blindly depending upon someone else to know these things.  Knowing these numbers and how to work with them can lead to some significant Tax Efficiencies and valuable Tax Planning.  This checklist can be a helpful tool to make sure that we don't overlook any of the critical considerations, such as:

  • Tax Rates and Bracket Changes
  • Alternative Minimum Tax
  • Long Term Capital Gain Thresholds
  • Retirement Plan Limits
  • Required Minimum Distribution Tables
  • Estate Tax Rates

Please send me the Checklist: Important 2020 Tax and Financial Numbers

Thank you!