2020 Key Financial Data Reference Sheet

A quick and practical reference containing key items affecting personal finances including:

A quick and practical reference containing key items affecting personal finances including:

  • 2020 Tax Rate Schedule
  • Standard Deductions & Child Tax Credit
  • Tax Rate on Long-Term Capital Gains and Qualified Dividents
  • Net Investment Income Brackets
  • Exemption Amounts for Alternative Minimum Tax
  • Gift and Estate Exclusion and Credits
  • Education Credits, Deductions and Distributions
  • Tax Deadlines
  • Retirement Plan Contribution Limits
  • Individual Retirement Accounts
  • Health Savings Accounts
  • Deductibility of Long-Term Care Premiums on Qualified Policies
  • Medicare Deductibles
  • Social Security
  • Medicare Premiums
  • Uniform Lifetime Table

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