With all of the latest tax and policy changes, keeping track of key financial numbers can be confusing, especially when these limits and rules change from year to year. That’s why we now have available to download our two-page “Important Numbers” guide, a simple, easy-to-use reference that highlights the figures you’re most likely to encounter when planning, saving, or making financial decisions this year. You can use this guide as a quick check-in tool throughout the year, whether you’re reviewing your retirement contributions, planning ahead for taxes, or preparing questions for a financial conversation with your XML Wealth Advisor.

Download it now so you always feel informed and confident without having to dig through multiple sources. Download the guide by clicking here. 

XML Financial Group and its Wealth Advisors do not offer tax or legal advice. Please consult with your tax and legal professional before taking action related to those matters. This material was not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws.

Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.

This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy or to be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML.