2017 Tax Guide

Developed to help financial professionals plan for their clients, Columbus Life's Tax Reference is simple to use on the go.
Based on our popular reference sheet, this app puts important tax rates and information at your fingertips. It includes the same valuable tables with the addition of easy-to-use tax calculators to help you evaluate specific scenarios for your clients, including:


• Tax calculators for RMDs, marginal tax rates, estate tax liabilities, Deductibility of IRA Contributions, Affordable Care Act Penalty and more.
• Reference tables for income tax brackets; AMT exemption amounts; estate tax rates and exclusions; IRA, pension plan limits and more.
• Links to Columbus Life product information designed for use in estate and retirement planning scenarios.
• Social Security information, including loss of benefits and taxation of benefits calculators.
• Updates that provide you with up-to-date information for tax scenarios.

Download previous years' Tax Reference Sheet here: https://www.columbuslife.com/financial-professionals/technology/tax-app

By downloading and using this app you agree to the terms of End-User License Agreement found in the app.

For Financial Professional Use Only. Not for use with the public.