Developed to help financial professionals plan for their clients, Columbus Life’s Tax Guide App is simple to use on the go.
Based on our popular tax reference sheet, this app puts important tax rates and information at your fingertips. It includes valuable tables and easy-to-use tax calculators that help you evaluate specific scenarios for your clients, including:
• Tax calculators for RMDs, marginal tax rates, estate tax liabilities, deductibility of IRA contributions, the Affordable Care Act penalty and more.
• Reference tables for income tax brackets, AMT exemption amounts, estate tax rates and exclusions, IRA, pension plan limits and more.
• Links to Columbus Life product information to use in estate and retirement planning scenarios with your clients.
• Social Security information, including loss of benefits and taxation of benefits calculators.
Download previous years Tax Reference Sheet here: https://www.westernsouthern.com/columbuslife/financial-professionals/why-columbus-life/agent-technology/tax-guide-app
By downloading and using this app you agree to the terms of End-User License Agreement found in the app.
For Financial Professional Use Only. Not for use with the public.