This checklist covers the new emergency relief options for individuals to consider. It is very specific to what is occurring now and highly valuable to share with friends and family right away so you can help them navigate their options.

This new checklist includes emergency relief options outlined in:

  • The CARES Act
  • Families First Coronavirus Response Act
  • Executive orders
  • IRS changes
  • And other relief options specific to COVID-19 as they pertain to individuals

We will update this checklist periodically if new emergency relief options are introduced.

 

Download PDF

2024 Financial Planning Annual Limits

Download our two-page “Important Numbers” guide.  This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.  It includes: 

  • Tax rates for MFJ, Single and Estates
  • AMT annual limits
  • Standard deductions for MFJ and Single
  • Social Security annual limits (including earning limits)
  • Full Retirement Age chart
  • Social Security taxation summary for MFJ and Single
  • IRMAA Surcharges
  • Retirement Plan Annual Limits
  • Traditional and Roth IRA Annual Limits
  • Estate and gift tax annual limits
  • HSA annual limits 
  • And More

 

Thank you for your interest in Flores Wealth Planning

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