Key Numbers to Review for 2020

Key Numbers to Review for 2020

As an Independent Financial Advisor, you're well aware of how important it is to stay up to date and knowledgeable on any changes to the retirement and tax planning industry. Below are a few of key adjustments to note for 2020’s income taxes, retirement planning, investments, education credits, estate planning, and more. Keep these numbers in mind to help with future appointments!

Key Numbers 2020

Click the file/image below to download the official document. Print it out and keep it for your reference!

 Key Numbers to Review for 2020 target=

 Key Numbers to Review for 2020 target=

If you need any additional sales tactics on how to educate your clients on the best tax strategy for them, contact your Field Support Representative (FSR) today by phone at (888) 543-3776.

The information provided herein should not be interpreted as legal, accounting or tax advice.

About Christie Tan

Christie Tan is a Marketing Coordinator at LifePro. He establishes and promotes LifePro's events and workshops; delivering world class financial education to financial professionals across the country.

View all posts by Christie Tan


This information is meant for educational purposes only.

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