The 2018 Tax Reference Guide

The BSMG Updated 2018 Tax Reference Guide was created specifically for financial advisors and life insurance professionals.

The free two-page guide provides you quick access to the most referenced tax rate schedules, tax tables, standard deductions, retirement plan contribution limits, and required minimum distribution factors. 

The tax guide includes:

  • Gift & Estate Tax
  • LTCi Qualified Deductions
  • Uniform Lifetime Table
  • Single Life "Inherited" Table
  • Retirement & Education Incentives
  • Social Security Benefits
  • Federal Income Taxes & Standard Deductions
  • Business Income Taxes

Questions? Call (800)-343-7772 today to speak with a BSMG representative.

The updated 2018 Tax Guide contains applicable numbers for the tax year 2018 – in other words, effective January 1, 2018. They are NOT the numbers and rates used to prepare 2017 tax returns (if you’re looking for those, you’ll find them here). These 2017 numbers and rates are those you’ll use to prepare and plan for 2017 tax returns.