![]() ![]() ![]() The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Required Minimum Distribution Worksheet - use this only if your spouse is the sole beneficiary of your IRA and is more than 10 years younger than you. There are no guarantees that working with an adviser will yield positive returns. Use one of these worksheets to calculate your Required Minimum Distribution from your own IRAs, including SEP IRAs and SIMPLE IRAs. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). All material in this publication may be reprinted freely. However, the information given does not cover every situation and is not intended to replace the law or change its meaning. ![]() All investing involves risk, including loss of principal. reflect the interpretation by the Internal Revenue Service (IRS) of: Tax laws enacted by Congress, Treasury regulations, and Court decisions. This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Use the EITC tables to look up maximum credit amounts by tax year. SmartAsset does not review the ongoing performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide advice regarding specific investments. To claim the Earned Income Tax Credit (EITC), you must have what qualifies as earned income and meet certain adjusted gross income (AGI) and credit limits for the current, previous and upcoming tax years. SmartAsset’s services are limited to referring users to third party registered investment advisers and/or investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. Securities and Exchange Commission as an investment adviser. In 2020, the income limits for all tax brackets and all filers will be adjusted for inflation and will be as follows (Table 1). SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Kentuckys individual income tax law is based on the Internal Revenue Code in effect as of December 31, 2022. ![]()
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