Screenshots

Description

Developed to help financial professionals plan for their clients, Columbus Life’s Tax Guide App is simple to use on the go.
Based on our popular tax reference sheet, this app puts important tax rates and information at your fingertips. It includes valuable tables and easy-to-use tax calculators that help you evaluate specific scenarios for your clients, including:

• Tax calculators for RMDs, marginal tax rates, estate tax liabilities, deductibility of IRA contributions, the Affordable Care Act penalty and more.
• Reference tables for income tax brackets, AMT exemption amounts, estate tax rates and exclusions, IRA, pension plan limits and more.
• Links to Columbus Life product information to use in estate and retirement planning scenarios with your clients.
• Social Security information, including loss of benefits and taxation of benefits calculators.

Download previous years' Tax Reference Sheet here: https://www.westernsouthern.com/columbuslife/financial-professionals/why-columbus-life/agent-technology/tax-guide-app

By downloading and using this app you agree to the terms of End-User License Agreement found in the app.

For Financial Professional Use Only. Not for use with the public.

What’s New

Version 7.0

All the calculators and tax references have been updated with 2019 data.

Ratings and Reviews

3.0 out of 5
2 Ratings

2 Ratings

MWMaurer ,

Great app

I use it for quick after-tax income figures when determining income replacement needs for life insurance.

Rthooker ,

Great app

This is. Great app. Very useful information.

Information

Seller
Columbus Life Insurance Company
Size
7.3 MB
Category
Finance
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2019 Columbus Life Insurance Company
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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