2018 Tax Planning Chart

2018 Tax ChartIf you needed a lump sum of cash tomorrow, would you know from which account to take it and what the tax consequences would be? Download this 2018 Tax Planning Chart as a guideline.

Understanding how your dollars will be taxed in retirement can be an important piece of your financial plan. Life-changing events, such as unexpected expenses, a new marriage or the loss of a spouse, can dramatically impact your tax bracket during retirement and, ultimately, how much of your money you get to keep after taxes. 

Complete the form to download the 2018 Tax Planning Chart pdf.