Broker Check
Important Numbers

Important Numbers

| February 27, 2019
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There are lots of important numbers that advisors need to keep in mind.  In some cases, those numbers are annual limits and change each year.  Other times, the figures do not change, like the tables to calculate an RMD, but are used frequently. As a result, it can become easy for advisors to forget which figures should be referenced.

In response to this challenge, we’ve created the two-page “Important Numbers” guide.  This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.  It includes: 
 

  • Tax rates for MFJ, Single and Estates
  • AMT annual limits
  • LTCG rates for MFJ, Single and Estates/Trusts
  • Standard deductions for MFJ and Single
  • Social Security annual limits (including earning limits)
  • Full Retirement Age chart
  • Social Security taxation summary for MFJ and Single
  • IRMAA Surcharges
  • Retirement Plan Annual Limits
  • Traditional and Roth IRA Annual Limits
  • Education Tax credits
  • Uniform Lifetime Table (abbreviated version)
  • Single Lifetime Table (abbreviated version)
  • Estate and gift tax annual limits
  • HSA annual limits 

This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

ISC Financial Advisors is an independent Registered Investment Advisor (RIA) registered with the United States Securities and Exchange Commission (SEC).  Advisory services are only offered to clients or prospective clients where ISC Financial Advisors and its representatives are properly licensed or exempt from licensure.  Investment advice may only be given within the context of our client service agreement with each client.”ISC Financial Advisors is an independent Registered Investment Advisor (RIA) registered with the United States Securities and Exchange Commission (SEC).  Advisory services are only offered to clients or prospective clients where ISC Financial Advisors and its representatives are properly licensed or exempt from licensure.  Investment advice may only be given within the context of our client service agreement with each client.”

ISC Financial Advisors is an independent Registered Investment Advisor (RIA) registered with the United States Securities and Exchange Commission (SEC).  Advisory services are only offered to clients or prospective clients where ISC Financial Advisors and its representatives are properly licensed or exempt from licensure.  Investment advice may only be given within the context of our client service agreement with each client. 

ADV Part 2A and 2B, ADV Part 3

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