Based on our popular tax reference sheet, this app puts important tax rates and information at your fingertips. It includes valuable tables and easy-to-use tax calculators that help you evaluate specific scenarios for your clients, including:
• Tax calculators for RMDs, marginal tax rates, estate tax liabilities, deductibility of IRA contributions, the Affordable Care Act penalty and more.
• Reference tables for income tax brackets, AMT exemption amounts, estate tax rates and exclusions, IRA, pension plan limits and more.
• Links to Columbus Life product information to use in estate and retirement planning scenarios with your clients.
• Social Security information, including loss of benefits and taxation of benefits calculators.
Download previous years' Tax Reference Sheet here: https://www.westernsouthern.com/columbuslife/financial-professionals/why-columbus-life/agent-technology/tax-guide-app
By downloading and using this app you agree to the terms of End-User License Agreement found in the app.
For Financial Professional Use Only. Not for use with the public.
- 7.0 MB
- Update Date:
- Columbus Life Insurance Company
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