Advanced Underwriting Consultants

Resources

Protected Tomorrows

Protected Tomorrows, Inc. is an advocacy firm that enhances the lives of people with special needs through a comprehensive life planning process. They create Future Care Plans™, which address the needs of the individual with developmental disabilities, mental illness, physical disabilities, or cognitive and neurological diseases. For more information please click here.

 

Tax Numbers

A number of figures used in financial planning are subject to change or indexed for inflation. These numbers are scattered throughout the Internal Revenue Code and regulations, so we compile a yearly guide bringing all the updated figures to one place with helpful explanations describing what these numbers mean.

Want this guide? Just email freereports@underwriting.dev to receive our latest article containing the 2014 numbers pertaining to:

  • Employer-sponsored plans;
  • IRAs and other savings accounts;
  • Social Security taxes and benefits;
  • Medicare premiums and taxes;
  • Tax deductions and phaseouts;
  • Exemption phaseouts;
  • Tax credits;
  • Individual, corporate, estate, and trust income tax rates; and
  • Estate and gift taxes.