IRA-Based Retirement Plans for Employers
Here is a simple, easy to digest, table outlining the various IRA-Based Retirement Plans available to small employers, including the self-employed. IRA-based plans are low-cost and easy to administer for employers. These plans have the potential to save owners thousands of dollars in income taxes. Download Source File.
Key Financial and Tax Data Factsheet 2021
Key Financial and Tax Data Factsheet 2021. Includes tax brackets, IRA limits and more.
Key Financial Data for 2019 Including Tax Cuts and Jobs Act of 2017 – Free Download
The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and increases the standard deduction among other changes. Successful Portfolios is pleased to present our popular fact sheet, Key Financial Data for 2019. This handy and concise tax reference covers many items affecting your finances, including:
Twenty-Two Tax-Saving Tips and Tricks for Investors
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
