Independent Perspective  |  Real-World Solutions


2019 Tax & Planning Guides

Now updated for 2019

a video thumbnail
a video thumbnail


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 our 2019 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.

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 2019 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.

Download the guides

Looking for the latest 2020 guides? Download them here.