Tax Guide App
Updated for 2018, including changes based on the Tax Cuts and Jobs Act, to help you guide clients through tax scenarios.
Developed to help financial professionals plan for their clients, Columbus Life's Tax Guide app is simple to use while on the go.
Based on our popular tax 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:
- Tax calculators for RMDs, marginal tax rates, estate tax liabilities, Deductibility of IRA Contributions, Affordable Care Act Penalty and more.
- Reference tables for income tax brackets; AMT exemption amounts; estate tax rates and exclusions; IRA, pension plan limits and more.
- Links to Columbus Life product information designed for use in estate and retirement planning scenarios.
- Social Security information, including loss of benefits and taxation of benefits calculators.
- Updates that provide you with up-to-date information for tax scenarios.