2016 Tax Facts At A Glance
Take a look at the 2016 Tax Facts At A Glance.
The 2016 Tax Facts At A Glance provides you with the details you will need to add value to your planning discussions with clients by keeping the latest information at your fingertips, such as:
2016 tax rate tables
- Increase in lifetime gift and estate tax exemption to $5.45 million per person
- Increase in annual gift tax exclusion to a non-US citizen spouse to $148,000
- IRA phase-outs
- Capital gains taxes
You should consider annuity or mutual fund investment objectives, risks, charges, and expenses carefully before investing. The prospectus and/or summary prospectus contains this and other information. Contact ME your financial professional. This material was not intended or written to be used, and cannot be used, to avoid penalties imposed under the Internal Revenue Code. This material was written in whole or in part to support the promotion or marketing of the transaction(s) or matter(s) addressed in this material. Anyone to whom any transaction or concept addressed in this material is promoted, marketed, or recommended should seek and rely on advice from an independent tax advisor based on the person’s particular circumstances. Please consult with and rely on your tax advisor before making your final purchase decision. There is no additional tax deferral benefit derived from placing IRA or other tax-qualified funds into an annuity. Features other than tax deferral should be considered in the purchase of a qualified annuity. While annuities can be a smart purchase to reduce current income taxes, your situation may be different. Your financial professional can help you determine if an annuity makes sense for you based on your tax bracket, fees, surrender charges, asset protection features, and time horizon. Always consult a tax advisor for personalized tax questions. Although care is taken to present correct information, I do not guarantee nor are liable for the accuracy of this material. Mutual funds and variable annuities are subject to market risk,including the loss of principal.
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