Retirement Resources
Patrick McGinn, CFA
Jim Phillips

978-536-9000
800-846-3276
patrick@ret-res.com
jim@ret-res.com
 
 




2020 Key Numbers

Individual Income Tax Planning
Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and more.
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2020 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates)
Tax rates for all filing statuses.
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2019 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates)
Tax rates for all filing statuses.
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Business Planning
Earnings subject to FICA taxes, Section 179 expensing, standard mileage rate, and more.
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Education Planning
Coverdell education savings account limits, education loan interest deduction limits, American Opportunity and Lifetime Learning Credits, and more.
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Protection Planning
Eligible long-term care premium deduction limits, Archer Medical Savings Accounts, and Health Savings Accounts (HSAs).
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Estate Planning
Annual gift tax exclusion, estate tax applicable exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and more.
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Government Benefits
Social Security, Medicare, and Medicaid.
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Retirement Planning
Elective deferral limits, IRA contribution limits, additional "catch-up" limits, traditional deductible IRA and Roth IRA compensation limits, and more.
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Investment Planning
Tax rates on long-term capital gains and dividends, additional Medicare contribution tax on unearned income.
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IMPORTANT DISCLOSURES

Retirement Resources Financial Information Center is an educational resource provided for informational purposes only by Retirement Resources Investment Corporation ("Advisor"). Retirement Resources Investment Corporation is a registered investment advisor.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Note that any assessment presented here considers several relevant factors but many not consider all factors that are relevant to your particular needs. This information does not suggest future results nor is it intended to suggest what is prudent and appropriate for you. You should not make assumptions about the future performance of your investments based upon this information.


Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.