Developed to help financial professionals plan for their clients, Touchstone's Tax Reference is simple to use on the go.
Based on our popular reference sheet, this app puts important tax rates and information at your fingertips. It includes the same valuable tables with the addition of easy-to-use tax calculators to help you evaluate specific scenarios for your clients, including:
• Tax calculators for RMDs, marginal tax rates, estate tax liabilities, and more.
• Reference tables for income tax brackets; AMT exemption amounts; estate tax rates and exclusions; IRA and pension plan limits.
• Updates that provide you with up-to-date information for tax scenarios.
By downloading and using this app you agree to the terms of End-User License Agreement. (https://www.touchstoneinvestments.com/shared/formslit/pdf/Tax_App_Disclosure.pdf)
Touchstone Investments, Cincinnati, Ohio