2020 Reference Guides

2020 Reference Guides

Browse our reference guides for 2020. If you would like to talk through any of these guides or have any questions, contact us here – we would be happy to help.

2020 Key Financial Data

Organize your finances at your convenience without having to search the internet for numbers on tax brackets, deductions, credits, Social Security, retirement plans, and more with this Financial “Cheat Sheet” for 2020.

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2020 Retirement Calendar Checklist

Retirement involves more paperwork and deadlines than people realize! This Calendar Checklist gives you the guidance and important deadlines you need on taxes, Social Security, Medicare, retirement account distributions, and more.

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New Retirement Rules Card – SECURE Act of 2019

You may have heard that some major retirement rules have changed following the passage of the SECURE Act late last year and may have questions on what it means for your retirement plans. This reference card offers an overview of the new law changes and hopefully, clarity about any confusion you may have. It lists major changes such as the increased Required Minimum Distribution (RMD) age, the “death of the stretch IRA,” changes to IRA contribution age limits and more.

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2020 Health Care Quick Reference Guide

Health care can be a big expense, but don’t let it overwhelem you. This guide lists the premiums, deductibles, deadlines, and other key information you need to make smart health care decisions.

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Key Tax Changes from the Tax Cuts and Jobs Act LFA

Key Tax Changes From the Tax Cuts and Jobs Act

Make sure you are aware of all the new tax changes this season! This Key Tax Changes card gives you the guidance you need on all the topics that affect you, your family and possibly your business as you plan for next year’s taxes.

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2020 Health Care Quick Reference Guide

Health care can be a big expense, but don’t let it overwhelem you. This guide lists the premiums, deductibles, deadlines, and other key information you need to make smart health care decisions.

Read more