By SJS Senior Advisor Andrew Schaetzke, CFP®.
When planning for the coming year, it can be hard to keep track of all of the new tax and investment information. And yet, effectively managing your budget, investments, and taxes together can help decrease the amount of time to reach your financial goals as well as provide you more financial flexibility going forward.
We want to provide the below resource to help you easily find important financial planning numbers for 2021, including:
Federal income tax rates, capital gains tax rates, Social Security tax rates, estate tax rates, etc.
Standard federal tax deductions, retirement plan deduction limits, estate tax exemption, annual gift tax exclusions, education tax credits, etc.
Required Minimum Distribution (RMD) table for tax-deferred retirement accounts (401(k), IRA, SIMPLE IRA, etc.)
Retirement plan & Health Savings Account (HSA) options and contribution limits
We spend our days helping clients figure out and improve their finances. If you have any questions, we would be happy to help you as well.
Important Disclosure Information:
Advisory services are provided by SJS Investment Services, a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. SJS Investment Services does not provide tax advice. Please consult your tax professional for specific advice. This material has been prepared for informational purposes only.
There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
Hyperlinks to third-party information are provided as a convenience and we disclaim any responsibility for information, services or products found on websites or other information linked hereto.
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