The Money Manager People TM
800-541-7774
RESEARCH MONEY MANAGERS
Client Center
Home
WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.
< Back to read another post

2014 Tax Planning Tables

Posted by WrapManager's Investment Policy Committee
January 3, 2014

Tax season is gearing up and there are various deadlines depending on your tax situation. The below report lists out important dates throughout 2014.

It also contains useful 2014 tax planning tables and information for several items, including: Income tax rate schedules, alternative minimum tax (AMT), capital gains, losses, and dividends, education planning, retirement accounts, Social Security benefits, Medicare tax rates, health and long-term care, federal trust and estate income tax, estate, gift, and generation-skipping transfer tax, corporate income tax and municipal bond taxable-equivalent yields.

 

PDF Download Download the Full Report Here

 

Investment Planning Tax Planning

Subscribe to Updates

Subscribe to RSS Feed
New Call-to-action

Most Recently Published

Blog Authors

Gabriel Burczyk
Gabriel Burczyk,
Founder & CEO
Valerie De Vol
Valerie De Vol, IACCP®
Chief Operating Officer
Seton-avatar.jpg

Seton McAndrews, CFP®
Vice President - Investments
Doug Hutchinson

Doug Hutchinson, CFA®
Director of Research and Trading
Katie - square.png

Katie O'Connor
Director of Client Services
Important Disclosure Concerning WrapManager Blogs

Blogs found at this site have been created or supported by WrapManager. The information provided in a blog post prepared by WrapManager or an associated person of WrapManager is generally limited to financial and economic issues, but may include a discussion of general interest items. The views and opinions expressed on this blog are purely the blog authors, and not necessarily those of WrapManager, Inc. Certain blog posts include information pertaining to WrapManager’s investment advisory services and the products and services of unaffiliated money managers. Such information is provided for information purposes only. Accordingly, information provided in a blog should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice. Any subsequent, direct communication by WrapManager with a prospective client shall be conducted by a representative of WrapManager. Moreover, no client or prospective client should assume content contained on the website serves as a substitute for personalized advice from WrapManager. Different types of investments involve varying degrees of risk, and there can be no assurance that any investment, portfolio or money manager referred to within the blog will be suitable for your individual situation and risk tolerance or will be profitable. WrapManager recommends that you retain a financial professional to provide you with specific guidance regarding your financial situation before investing. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested.

Although the information included in the WrapManager, Inc. website and blog has been obtained from sources WrapManager believes to be reliable, we do not guarantee its accuracy and information may be subject to change without notice. This website should not be regarded as a complete analysis of the subjects discussed. Information on this site should not be relied upon as a substitute for legal, tax or accounting advice by a professional in your local jurisdiction.

Comments made by third parties are subject to moderation by WrapManager and may not appear on this blog until they have been deemed appropriate for posting. Also, due to the volume of comments received, not all comments will be posted.

WrapManager does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party website linked to WrapManager's web site or incorporated within a blog post. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.