Tax Rate Summarizations

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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seymore92
Posts: 113
Joined: Sun Nov 27, 2016 9:16 am

Tax Rate Summarizations

Post by seymore92 » Thu Feb 13, 2020 7:49 pm

I've personally found tax year summarization PDFs helpful to see brackets & various limits in one place. I'm posting a couple examples here for Tax Year 2020.

https://www.putnam.com/literature/pdf/II989.pdf

http://www.bairdfinancialadvisor.com/th ... -Facts.pdf

Obviously accuracy of these is not to be relied on beyond official IRS documents, but the quick-reference nature of these is what's helpful.

I'm sure there are lots others out there, but if there is one that you particularly recommend this may be a thread to share it.

dockidny
Posts: 12
Joined: Tue Aug 06, 2019 5:52 pm

Re: Tax Rate Summarizations

Post by dockidny » Thu Feb 13, 2020 8:14 pm

Thank you -- appreciate you posting these; I found them to be really helpful, especially the Putnam one. I typically try to make my own summary page each year for applicable limits to keep it straight; these will save me some googling. Thanks!

rkhusky
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Joined: Thu Aug 18, 2011 8:09 pm

Re: Tax Rate Summarizations

Post by rkhusky » Thu Feb 13, 2020 9:50 pm


Monster99
Posts: 274
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Re: Tax Rate Summarizations

Post by Monster99 » Fri Feb 14, 2020 7:52 am

rkhusky wrote:
Thu Feb 13, 2020 9:50 pm
I like https://taxfoundation.org/2020-tax-brackets and https://fairmark.com/general-taxation/reference-room

But the above .pdf's are more comprehensive.
+1 For taxfoundation.org - also like their historical rate pdf's.....

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Eagle33
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Re: Tax Rate Summarizations

Post by Eagle33 » Fri Feb 14, 2020 7:30 pm

College For Financial Planning 2020 Annual Limits.pdf
A 2-sided reference sheet of most financial planning annual limits.
Rocket science is not “rocket science” to a rocket scientist, just as personal finance is not “rocket science” to a Boglehead.

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