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Tax Planning, Client Meetings & Client Service Calendar
New

Important Numbers

Related Guide: AGI/MAGI Summary Guide

There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference during a client meeting.

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

Related Guides
AGI/MAGI Summary Guide
Category: Tax Planning
Taxation Guide To Withdrawals And Income Sources
Category: Tax Planning
The OBBBA Comparison Guide
Category: Tax Planning, New Laws
The OBBBA Important Issues
Category: Tax Planning, New Laws

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