2022 Key Tax Inputs Update for Bundle

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This product is an update to the tax module of the Personal Finance Bundle.

Description

This is an update for those that have previously purchased the Personal Finance Bundle version 2 or 3 (in 2020-2021). Instructions are included for how to update the tax module as well as other portions of the workbook so it can be used on an annual basis. The updates include:

  • Key Tax Inputs
  • RMD schedule updates effective 1/1/2022
  • Federal Tax Withholding
  • EFC Calculations
  • Social Security bend points and index factors

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