Honu Wealth Management
Garth A Williams, MBA, CFP®
Financial Advisor
1307 S Mary Ave, Suite 101
Sunnyvale, CA 94087
650-917-3400
garth@honuwealth.com
www.HonuWealth.com
 
 




2018 Key Numbers

Individual Income Tax Planning
Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and more.
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2018 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates)
Tax rates for all filing statuses.
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2017 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates)
Tax rates for all filing statuses.
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Business Planning
Earnings subject to FICA taxes, Section 179 expensing, standard mileage rate, and more.
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Education Planning
Coverdell education savings account limits, education loan interest deduction limits, Hope and Lifetime Learning Credits, and more.
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Protection Planning
Eligible long-term care premium deduction limits, Archer Medical Savings Accounts, and Health Savings Accounts (HSAs).
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Estate Planning
Annual gift tax exclusion, estate tax applicable exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and more.
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Government Benefits
Social Security, Medicare, and Medicaid.
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Retirement Planning
Elective deferral limits, IRA contribution limits, additional "catch-up" limits, traditional deductible IRA and Roth IRA compensation limits, and more.
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Investment Planning
Tax rates on long-term capital gains and dividends, additional Medicare contribution tax on unearned income.
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This information was developed by Forefield, Inc. an independent third party. It is general in nature, is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.