Attached is a summary of key tax and personal planning numbers for 2021 including:
- Income tax rates
- Standard deduction
- Education credits and deductions
- IRA contribution limits
- Health Savings Account contribution limits
Please reach out with any questions you may have or if you’d like to discuss planning opportunities for the coming year.
The information in this communication should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies mentioned above may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax or other strategy mentioned herein. All investments may lose money.