google-site-verification=SFs_3dwKOYTRqR8QyFm00p_ASLtt-Y_lJyFI8oiI8UI 2021 IRA Planning and Tax Planning Charts Powered by Ed Slott and Quest Capital & Risk Management

2021 IRA Planning and Tax Planning Charts Powered by Ed Slott and Quest Capital & Risk Management

Client Centered

We are proud to be members of Ed Slott's Elite IRA Advisor Group.


"Your hard-earned money is at high risk for being lost to taxes and fees if your advisor doesn't know to ask you the right questions, is not aware of changes to the turbulent tax code, and/or hasn’t been trained on high-level retirement planning strategies." -- Ed Slott

Below we are sharing with you a wealth of resources available to us as members of Ed Slott’s Elite IRA Advisor Group, including various Tax Planning Charts for easy referencing.  We are also sharing our own custom-designed modules - diagnostic checklists that professionals and consumers can use to ensure their or their clients' IRAs are set up and maintained correctly.

Copyright 2021, Ed Slott and Company LLC, Reprinted with permission.  Ed Slott and Company, LLC takes no responsibility for the accuracy of this information.

For more information, or if you have any questions, please schedule a call on our calendar today!

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2021 Tax Planning

2021 Tax Planning

The Orange Tax Planning Chart shows Federal Income Tax Rates, Trust Rates, Standard Deductions, Capital Gain Rates, etc.

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2021 3.8% Net Investment Income

2021 3.8% Net Investment Income

What is considered Investment Income, What is not considered Investment Income, 3.8% Surtax on Net Investment Income and MAGI Thresholds for 3.8% Surtax

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2021 Medicare Income Planning

2021 Medicare Income Planning

Monthly IRMAA Surcharges for Medicare Part B and D and Medicare Income Planning Tools

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SECURE Act Beneficiary Planning

SECURE Act Beneficiary Planning

Review of Beneficiary Distribution Changes Post SECURE Act.

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SECURE ACT BENEFICIARY REVIEW CHECKLIST

SECURE ACT BENEFICIARY REVIEW CHECKLIST

Review your beneficiaries post the SECURE Act.  Many have found themselves unaware and unprepared for how the changes will impact your beneficiaries.  Complete a beneficiary review post SECURE Act to keep more of your money going to your loved ones instead of Uncle Sam.

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As Featured on TheStreet.com's Retirement Daily:
Inheriting IRAs as a Non-Spouse is Now More Difficult

As Featured on TheStreet.com's Retirement Daily: Inheriting IRAs as a Non-Spouse is Now More Difficult

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As Featured on TheStreet.com's Retirement Daily:
The Tax Bomb Called the Widow's Penalty

As Featured on TheStreet.com's Retirement Daily: The Tax Bomb Called the Widow's Penalty

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As Featured on TheStreet.com's Retirement Daily:
How to Grow and Protect Your After-Tax Wealth in Retirement

As Featured on TheStreet.com's Retirement Daily: How to Grow and Protect Your After-Tax Wealth in Retirement

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Updated 2021 Beneficiary Chart for those Inheriting 2019 or Earlier

Updated 2021 Beneficiary Chart for those Inheriting 2019 or Earlier

Various rules and distribution regulations for those who inherit IRA 2019 or earlier.

Beneficiary Chart Inheriting 2019 or Earlier(Updated 2021) (Click to download the file)