Helpful PDFs
Don’t you just love a well designed, helpful PDF? These are great online resources as well as being printable!
PUTNAM 2024 2pg PDF of Tax Tables and IRS/retirement limits
Perfect to keep on your desk (bonus points for laminating!)
Wells Fargo 2024 Tax Planning PDF
28 pages (a bit longer than most) but full of great details!
CFP 2024 Tax Tables (reference)
A similar reference but also what is provided for those taking the CFP exam. Highly suggest using this if you are a student or studying for your CFP!
JP Morgan Guide to the Markets
Link to the current quarter’s interactive guide to the markets. A LOT of detail packed into these pages!
Vanguard Advisor Alpha Report
Go to report from Vanguard on research behind the positive value (alpha) that a good advisor bring to a client.
20 year Market Quilt (MFS)
Popular “periodic table of investments” that shows asset class performance year-by-year. Helpful to see how diversification (should) reduce risk.
Social Security Admin Feedback on free calculators available to individuals
Provides research on claiming details and a lot of info on the main social security calculators available (for free) to individuals online.
Can I make a backdoor Roth IRA contribution (flow chart)
Helpful PDF to analyze the ability of someone to contribute to a backdoor Roth IRA!
Vanguard’s Research on Roth Conversion decisions using BETR (break even tax rate) modeling.
A little wordy - but super helpful to understand when a Roth conversion makes sense!
Flat Market Periods PDF
Great PDF chart on history of the DOW. This is as of 2015. The Dow is current at 34k (May 2021) - so picture a HUGE increase the last 6 years. What do you think the next decade will hold?
401k In-Service Distributions (non-hardship) details
Pros/cons of in-service distributions from a 401k with overall details.
Social Security Administration 2024/2023 COLA and updates PDF
A great way to stay informed of current year and prior year changes to Social Security benefits and calculations!
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