2020 Tax & Planning Guides

Our reference guides compile all of the information that you need to know about taxes, Social Security, Medicare, and long-term care planning as you prepare for the year ahead.

Download the guides

Download our 2020 guides for a simple round-up of all you need to know. Here's what you get:

Tax Reference Guide

Our tax guide has everything you need to know from changes to contribution limits and tax rates, and more.

SECURE Act Guide (Special Edition)

Learn how the biggest retirement legislation in a decade actually impacts your family.

Social Security Guide

Learn more about the available benefits, how they are calculated, and considerations for when to take Social Security.

Medicare Guide

We provide 2020 rates, enrollment periods, planning considerations, and more.

Long-Term Care Guide

We offer key statistics, median costs around the country, and common funding options to help you plan for long-term care.