Financial Planning

This nearly 60-page guide covers everything from key facts and figures to tips, tricks, and strategies to optimize your tax plan for this year. What’s inside:

• Personal income tax rates, deadlines, deductions, and credits
• Business taxes, rates, and deductions
• Trust & estate taxes
• Required Minimum Distributions (RMDs) and how to calculate
• Health Savings Account (HSA) benefits and contributions
• Social security benefits, how to apply, and legislation updates
• Understanding Medicare
• Long-term care planning considerations