Financial Industry Cheat Sheet by mattar12
Several items that a personal financial planner would use.
financial investing taxes
Tax Brackets - 2015
The IRS will publish the official 2015 tax tables in January 2016. The source for this table was an article published by TaxFoundation.org and reitterated in Forbes. Breakpoints (A-Shares)
Obviously, breakpoints are different with each fund company. These are specifically American Funds breakpoints. Tax Due ($)
This shows the tax liability at the max income for each bracket. | Roth IRA Income Limits (2015)
I only included "Married Filing Jointly" numbers here...I'll add "Married Filing Separately" soon. Also, for those that exceed the income limit, the backdoor Roth IRA. IRS Exemptions/Deductions
Misc IRS Limits
*Catchup age is ≥ 50 years old. All numbers are as of May 2015. |
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