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Contribution Limits and Tax Reference Guide

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Nobody wants to be surprised when tax time rolls around.

It’s important to keep in mind your contribution limits and federal tax bracket as you plan out your 2021 financial year.

Download this handy reference guide to use which includes a quick summary of:

  • Tax advantaged accounts
  • Education accounts
  • Federal tax brackets

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Investment advisory services offered through Laurel Wealth Advisors, Inc., a Registered Investment Adviser. Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. The information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority; registration as an Investment Adviser does not imply a certain level of skill or training. Please refer to “Important Disclosures & Disclaimers” for additional details. Strong Valley Wealth & Pension, LLC offers some securities through M.S. Howells & Co. Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Strong Valley Wealth & Pension.