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Here are all the brackets, thresholds, exemptions, and numbers you need to advise clients this year on taxes, retirement, estate planning, Social Security, mortgages, and more.
Keep this reference handy for looking up 2005's tax rates, personal exemptions, contribution limits, Social Security thresholds, and more.
This handy overview covers what you need to know to do some long-term planning, including retirement plan contribution limits, Social Security changes, tax rates, estate tax exclusions, income exemption phaseouts, and much more.
The new rates mean more cash in your clients' pockets—or better yet, in their portfolios. You may want to reposition assets with an eye to the plan's impact on take-home pay, dividends, capital gains, and more.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025