- April 24, 2017
- Posted by: Joseph Baer
- Category: Factsheet, Financial Planning and Investment Blog, Tax Free, Taxes
Successful Portfolios is pleased to offer our Key Financial Data Fact Sheet for 2017, available here as a free PDF download. This handy fact sheet includes tax tables and retirement account contribution limits. Be sure to check back for updates as they become available.
Call Successful Portfolios at (727) 744-3614 to discuss this and other tax-advantaged investment strategies.