Cohen Financial Group Resources

Fact Sheets

Roth IRA

Roth-IRA.pdf

401K

401K.pdf

2021 Tax Contributions

2021-Tax-Contribution-Information.pdf

403B

403B-ot-TSA.pdf

Traditional IRA

Traditional-IRA.pdf

Additional Tax Info

Additional-Tax-Information.pdf

College Expenses

College-Expenses.pdf

Inflation

Inflation.pdf

Final Expense

Final-Expense.pdf

Life Expectancy

Life-Expectancy.pdf

Final Record Storage

Final-Record-Storage.pdf

Nursing Home / Assisted Living Statistics

Nursing-Home-and-Assisted-Living-Statist-16.pdf

Required Minimum Distribution

Required-Minimal-Distribution.pdf

Social Security

Social-Security.pdf

SEP IRA

SEP-IRA.pdf

State Tax Info

State-Tax-Information.pdf

Simple IRA

Simple-IRA.pdf

Tax Rate Info

Tax-Rate-Info.pdf