2021 Quick Reference Tax Guide

Tax Topics

Tax Management Strategies

IRS Guidelines for the 2021 Tax Year

From 2021 income tax brackets, exemptions and deductions to contribution plan limits and education incentives, this handy one-page guide compiles key IRS guidelines for the 2021 tax year.

This year’s guide includes updates from the SECURE Act impacting RMDs, education incentives and more.

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What's Inside

Tax Rates
Personal Exemptions
Education Incentives
Social Security

Qualified Plans
Traditional and Roth IRAs
Long-term Care Insurance
RMDs - Uniform Lifetime Table

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Additional articles

2020 Year-end Tax Tips

Tax Tips

There may still be time for potential tax adjustments. Here are 7 things to consider as you weigh potential tax moves between now and the end of the year.

Tax-savings Strategies to Consider for 2021

Tax-savings Strategies to Consider in 2021

There may be benefits from some of these changes with strategies to address higher standard deductions and higher retirement plan contributions.

How Tax Deferral Works

One way in which tax strategy comes into play for everyday savers is tax deferral.