Tax Rate Summarizations

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
Post Reply
Topic Author
Posts: 115
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. ... -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.

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!

Posts: 8736
Joined: Thu Aug 18, 2011 8:09 pm

Re: Tax Rate Summarizations

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

Posts: 281
Joined: Tue Aug 29, 2017 10:28 am

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 and

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

User avatar
Posts: 499
Joined: Wed Aug 30, 2017 3:20 pm

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.

Post Reply