Tax Planning Guide 2024:

This 32-page full color 5.5" x 8.5" perfect bound booklet will help educate your clients and prospects, individuals and business owners, on the recent tax law changes, and cost of living adjustments.

Notable Tax Changes Include:

• The standard deduction and estate tax exclusion amounts increased
• Retirement plan contribution and income limits increased
• The Required Minimum Distributions (RMDs) start date increased to age 73
• Roth 401(k) distributions will not have RMDs similar to non-Roth accounts
• Excess 529 plan funds may be rolled over tax-free to a Roth IRA for the plan beneficiary
• FINRA Reviewed

Personalization

• Include your contact information and logo.
• Include personalization on front cover, back cover, both or leave blank.

Distribution

• Direct Mail Service, turn-key solution to save you time and money. Includes booklet, custom envelope, full addressing, and mail preparation.
• Kitting Service, includes booklet, custom envelope, inserting, and pre-printed return address
• Bulk Shipped, booklets shipped directly to you.