It is always recommended to consult with a qualified tax or financial professional about your specific situation, and before making any short-term or long-term changes to your financial or tax strategy.
The guide includes a quick summary of major tax changes, the different tax brackets, key dates to follow during the year, and tips for preparing for the tax season.
Our Essential Financial Figures factsheet shows tables for items such as tax brackets, deductions, contribution limits, income limits on retirement accounts, social security income information, and more.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. © Copyright 2021 Trek Financial. All Rights Reserved.
