Click on the link below for the 2020 key tax numbers. Many items have been adjusted for inflation. 401k contribution limits have increased to $19.500 under age 50 and $26,000 with the over age 50 catchup. Please call us if you have any questions.
Best Regards,
Loren C. Rex, CFP®, AIF®, MA Erik A Smith AIF®
President Managing Partner
Generations Financial Planning & Wealth Management 269-441-4143
77 E. Michigan Ave, Suite 140
Battle Creek, MI 49017
Tel 269-441-4090
Carrie Fuce, Assistant 269-441-4091
Toll Free: 800-513-8180
Fax 866-381-2301
Visit our Website: www.genfinplan.com
Registered Representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Generations Financial Planning & Wealth Management are separate companies and are not affiliated.
These are the opinions of Loren Rex and Erik Smith and are not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice. The Indices mentioned are unmanaged and cannot be invested into directly.
