Tax Summary

WealthVest wants to keep financial professionals and their clients up to date on what matters most come tax time for their retirement savings. The tax summary demonstrates the changes from this year’s taxes to last’s. It shows phase-out income limits, COLA Adjustments, Social Security information, uniform life tables, tax rates, marginal tax credit information, and retirement contribution limits. Click the button below to download your copy.

To speak to a member of our wholesaling team about this tool click here or call 877-595-9325