Skip to Main Navigation Skip to Main Content

Mobile Tax App

Keep up-to-date on yearly tax changes with this easy-to-use mobile application. 

  • The previous and current tax year guides to help you compare and contrast tax-related changes and updates
  • Easy-to-reference tables for income tax brackets
  • AMT exemption amounts
  • Estate tax rates and exclusions
  • IRA and pension plan limits
  • Convenient, quick calculations of Required Minimum Distributions, marginal tax rates, and estate tax liabilities
  • Links to relevant information designed for use in retirement planning scenarios
  • Digital updates to provide revisions to tax information

App Store

Our app is now available at the App Store.
download from the apple app store

Google Play

Our app is now available on Google Play*. 
get it on google play
*Google Play and the Google Play logo and trademarks of Google LLC.

Download and save a copy of this information in a printer-friendly PDF format.

2018 Tax Reference Guide

2019 Tax Reference Guide

The Western Southern Financial Group and its member companies do not provide tax or legal advice. Please contact your tax or legal advisor regarding your situation. The information provided is for educational purposes. 

Ready to Continue?

You have clicked a link to access information on a new website, so you will be leaving

Because this new site is independent, Western & Southern Financial Group neither manages nor assumes responsibility for its content. 

Are you ready to move forward?