Tax planning guides

Easily access the latest tax information by using our tax planning guide. To get answers quickly, the sections on the front are divided into tax brackets, long-term capital gains/qualified dividend rates, and more. The back provides additional information on required minimum distributions and uniform lifetime tables.

2019 tax planning guide

Use this guide for tax filings due in April 2020.

2018 tax planning guide

Use this guide for tax filings due in April 2019.