Resources
Stay informed on the current market research, news, and tax resources that affect the retirement landscape to help you better understand today’s financial choices.
At Asset Preservation Partners, we are committed to educating our community on tax-saving strategies because we believe everyone has the right to know their options when it comes to protecting their wealth and retirement income. We strive to keep you up to date on issues that matter to you, your family and your financial well-being.
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Recommended Videos
Enjoy our hand-picked video library of internet resources that we hope will aid in your understanding of the various factors affecting retirement planning and future income sources.
Tax-Free Retirement by Patrick Kelly
Learn more about how the concept of creating tax-free retirement income works within the tax code regulations.
The Power of Zero by David McKnight
Discover how to get to the 0% tax bracket and eliminate tax risks for retirement when tax rates go up by best-selling author David McKnight.
Stress Free Retirement by Patrick Kelly
Learn about how to significantly grow your retirement savings while also guaranteeing zero risk of market loss through utilizing an annuity.
History of Federal Income Tax Rates and Tax Brackets
The top marginal federal income tax rate has varied widely over time. The top rate was 91 percent in the early 1960s before the Kennedy/Johnson tax cut dropped it to 70 percent. In 1981, the first Reagan tax cut further reduced the top rate to 50 percent, and the 1986 tax reform brought it down to 28 percent. Subsequent legislation increased it to 31 percent in 1991 and to 39.6 percent in 1993. George W. Bush’s tax cuts lowered the top rate to 35 percent, but it reverted to 39.6 percent when the American Taxpayer Relief Act of 2012 let the reduced top rate expire as scheduled. The Tax Cuts and Jobs Act lowered the top rate to 37 percent starting in 2018.
Source: Tax Policy Center
Inflation Calculator
Are you aware of how much inflation can impact your retirement?
The answer may surprise you. Use this calculator to estimate how much more income you may need when factoring in inflation between now and when you reach retirement age. As an example, the annual inflation rate for the United States was 8.3% for the 12 months that ended April 2022.
Social Security Calculator
Social Security can be a significant part of your retirement income. Use this retirement calculator to estimate your Social Security income.
The answer may surprise you. Use this calculator to estimate how much more income you may need when factoring in inflation between now and when you reach retirement age.
Our firm provides links to third-party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or website does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by our firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.