Broker Check

Key Financial Data 2019

Nearly all the key items that affect one's personal finances are contained in the card's easy to follow format

The summary includes:

  • Standard deduction & phase outs
  • Personal exemptions
  • Gift and estate tax
  • Medicare
  • Retirement plans
  • Social Security
  • Tax rate schedule
  • Capital gains
  • Education credits and deductions
  • Health savings
  • High-income tax payers
  • Long-term care premiums

Feel free to print out the card or save it to your computer for future reference. 

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