Important Numbers Every Tax Savvy Investor Should Know [New for 2021]

Understanding different tax rates, available deduction limits, and other financial facts are crucial for families who want financial security. But, staying up to date and informed on changing financial information can be overwhelming

This FREE spreadsheet highlights multiple tax, savings, and investment related information updated for 2021. The Spreadsheet covers many important points to consider such as:

  • 2021 IRS Tax Rates

  • Alternative Minimum Tax information

  • Medicare and Medicare Part B IRMAA 

  • Standard Tax Deductions by filing status

  • Retirement Plan annual limits

  • Roth IRA and Traditional IRA information

  • Health Savings Accounts 

 

 

Download our FREE Cheat Sheet for the most important numbers you need to know in 2020. 

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