Browse our library of downloadable documents!
These RMD Uniform & Single Life Distribution tables will help you to understand how age and life expectancy factor into your IRA required minimum distributions.
From retirement accounts that have been affected to post death payout rules for NEDBs, this chart will help you navigate your retirement plan payouts to beneficiaries.
From ordinary income tax rates to capital gains and qualified dividends tax, this chart will help you navigate your taxes.
From MAGI thresholds for 3.8% surtax to additional tax planning points, this chart will help you navigate your tax planning regarding investment income.
From minimum deductibles and maximum out-of-pocket expenses to contribution limits, this chart will help you navigate your HSAs.
From Part B and D changes to income reduction strategies, this chart will help you navigate the changes made to Medicare income planning.
From phase out ranges for IRA deductibility to SIMPLE IRA contribution limits and more, this sheet has what you need to know about your 2024 retirement plan contribution limits.
From QCDs having a $100k limit increased for inflation to the ability for matching plan contributions to be made on student loan payments, these are the new services effective this year.
This checklist is a comprehensive list of items critical for arranging and managing beneficiaries.
There are strict rules when governing when NUA can be taken and the timing of the requisite lump sum distribution. This chart helps to explain some of these events.