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2022 Tax Cheat Sheet

All the relevant information you need for '22 taxes

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    **This guide is likely impacted by SECURE Act 2.0. We are in the process of reviewing and updating this guide and will send emails as the guides are updated.

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    Resources Includes:

    • Tax rates for MFJ, Single, and Estates/Trusts
    • AMT annual limits
    • LTCG rates for MFJ, Single, and Estates/Trusts
    • 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
    • Education tax credits
    • Uniform Lifetime Table (abbreviated version)
    • Single Lifetime Table (abbreviated version)
    • Estate and gift tax annual limits
    • HSA annual limits

    BBK Wealth is an independent fee-only wealth management company. BBK Wealth LLC is based in Indiana and available to our clients anywhere with reception. BBK provides more than financial planning.