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” resource. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year. It includes:
Updated for 1/5/2021