2024 Key Tax Inputs & Updates for Bundle


This product is a 2024 update to the tax module of the Personal Finance Bundle.


This is an update for those that have previously purchased the Personal Finance Bundle version 2, 3, 4 or 5 (in 2020-2023). 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
  • Federal Tax Withholding
  • EFC (now SAI) Calculations for College Aid
  • Social Security bend points and index factors
  • Required Minimum Distribution tables


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