For Financial Professionals in the US

Financial Planning Limits and Tax Rate Schedules

2021 Edition

Addressing the complexities of financial planning can be difficult. To help, Janus Henderson has created a guide to assist with:

  • 2021 Tax Rate Schedules
  • Comprehensive Income Tax Exemptions and Deductions
  • Social Security Planning Coverage and Limits
  • Medicare, Health Care and Retirement Plan Limits
  • Estate and Gift Tax Planning Amounts
  • Education Credits and Deductions
  • Investment Planning

Interested in receiving a printed copy? Reach out to your Janus Henderson contact with your request.

Be in the Know

Interested in receiving the latest insights and wealth planning strategies straight to your inbox?
Subscribe to our Wealth Management Subscription.

Related Material

2020 Essentials of Wealth Planning

2020 Essentials of Wealth Planning in an Uncertain World

Comprehensive wealth planning strategies to provide unparalleled value to your best clients throughout the year with ideas on tax, financial, estate and retirement planning.

Portfolio Construction and Strategy

Portfolio Construction and Strategy

Form a partnership with Janus Henderson and gain access to analytical resources.

Marching to a Million: The Millennial Journey to Retirement

Marching to a Million: The Millennial Journey to Retirement

Engage and retain the next generation of clients, millennials. This program includes a suite of resources to help financial professionals engage their clients’ children and prepare millennials for retirement.