Key Financial Data for 2020

School of Financial Wellness

Key Financial Data for 2020 by Meld Fiancial - This image is a screenclip of the top of the 1st page of the pdf file

Join us for our next Meld University webinar, Preparing For Long Term Care Expenses in Retirement on October 17th at 3:00 PM CDT with speaker Blake May, J.D., CFP®, Meld Financial.

Click here for more details and to rsvp. There is no cost to attend, but you must register in advance.

 

Update 4/1/2020: We have revised our Key Financial Data document to include the new tax deadlines announced as a part of the federal government’s COVID-19 response.

Please enjoy our handy reference guide of 2020 financial data. This guide includes exemptions, deductions, tax brackets, Social Security information, Medicare benefit information and retirement plan contribution limits. It also contains useful financial information for attorneys, CPAs and other professionals.

Click here to download the full pdf.

Why Meld Financial?

Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

We provide independent and objective services melded with customer-driven financial goals.

Mark McGarvey - President - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, President