2021 Tax Facts at a Glance

The first step in creating a tax strategy for your investments
is to get the facts. 

Don’t wait until April to start thinking about the taxes you’ll pay on stocks, bonds, mutual funds and other investments. Take the time now to learn the important tax rules that can affect both your short- and long-term investment strategy.

By planning ahead, taking advantage of key tax credits and deductions and making wise investment decisions, you may be able to lower your current taxable income and invest more for your financial future. And that means you’ll have a better opportunity to retire with the financial freedom you want!

Use this handy pocket tax guide to look up:

  • Current income tax rates
  • Tax rates for capital gains and dividends
  • Contribution limits for IRAs, 401(k)s and other employer-sponsored retirement plans
  • Gift and estate taxes
  • Standard deductions, personal exemptions and more!

To customize your tax strategy to fit your individual situation, please consult your investment representative or tax advisor today!

Note: Tax information provided is general in nature and for informational purposes only. The AIG companies mentioned, their financial professionals and other representatives are not authorized to give legal, tax or accounting advice. Please consult a professional attorney, tax advisor or accountant for advice concerning your individual circumstances.