Key Financial Data for 2006

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Retirement Plan Limits and Social Security COLAs for 2006

New threshold numbers are in for Social Security and retirement plans. The large hikes in monthly benefits help compensate for rising inflation, but clients face increased costs—particularly with Medicare premiums.

Key Tax and Social Security Thresholds

This handy overview covers what you need to know to do some long-term planning, including retirement plan contribution limits, Social Security changes, tax rates, estate tax exclusions, income exemption phaseouts, and much more.

Changing Tax Rules—Rethinking Gifting and Estate Plans

Federal taxes on estates and gifts, long unified, have come to a parting of the ways. Clients may now need to rethink strategies for gifting and for avoiding potential estate tax.

Key Financial Data for 2005

Keep this reference handy for looking up 2005's tax rates, personal exemptions, contribution limits, Social Security thresholds, and more.