2020 Tax & Planning Guides

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

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Tax Reference Guide

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

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SECURE Act Guide (Special Edition)

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

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Social Security Guide

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

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Medicare Guide

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

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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.

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