2013 Key Numbers for busy season


Updated for the American Taxpayer Relief Act of 2012, Forefield Advisor's 2013 Key Numbers (available to PFP/PFS members) can be used to get a head start on creating client plans for the new year, or to connect with prospects and other centers of influence. Newly updated, this piece lists key figures for 2012 and 2013, and gives you the most essential figures for busy season in one convenient document by providing key figures across income, investment, education, retirement, business, estate and protection planning, and also includes federal income tax rate schedules for individuals, trusts and estates. Not a member? Download a free two-page excerpt focused on retirement planning. Join the PFP Section for full access to Forefield Advisor, and save $50 on your first year of membership when you enter promo code CPALDPFP at checkout.

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