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western & southern financial group distributors

Tax Resources at Your Fingertips With the Tax Guide App

Access important tax rates, reference tables and Social Security information on the go with our Tax Guide App. Based on our popular tax reference sheet, the app includes the same valuable tables with the addition of easy-to-use tax calculators to help you evaluate specific scenarios for your clients. Updated for 2020, our Tax Guide App includes changes based on the SECURE Act that went into effect on January 1, 2020. 
Tax Calculators

For RMDs, marginal tax rates, estate tax liabilities, deductibility of IRA contributions and more
Reference Tables

For income tax brackets, AMT exemption amounts, estate tax rates and exclusions, IRA, pension plan limits and more

Social Security

Information including loss of benefits and taxation of benefits calculators
tax guide app 2020 update

Download the Tax Guide App Today

Stay up to date on important tax rates and information that can help you guide your clients through different tax scenarios. Our Tax Guide App is available for download on iOS and Android mobile devices. 

download from the apple app store get it on google play available at amazon appstore
download from the apple app store get it on google play available at amazon appstore

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Information contained in the Application is current as of December 20, 2019, and is subject to legislative and regulatory changes. All calculator results are hypothetical and for illustrative purposes only. The use of the calculators should only serve as a general guideline. The calculators are not intended to address individual situations and should not be relied upon as such. The Application is not a substitute for tax advice from a qualified professional. Columbus Life, its employees and representatives are not authorized and do not provide tax or legal advice. The information provided is for educational purposes only.
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