2018 Key Financial Data

2018 Key Financial Data

Sometimes knowing where the answer is located is better than knowing the answer...

We have put together a helpful list of Key Financial Data for 2018, including:

  • Income tax rates and standard deductions based on the new tax law.
  • Gift and estate tax exclusions.
  • Education credits and deductions.
  • Tax deadlines.
  • Contribution limits for retirement plans, IRA, and Roth.
  • Social security and Medicare tax and benefits.
  • Required Minimum Distribution schedule 

The Key Financial Data for 2018 is available on our website HERE.

Enjoy this complimentary resource.  If you would like one mailed to you or to talk over any Financial Planning or Investment Management questions, contact us.  Glad to help.

Brent Williams, CFP®