2010 Key Numbers
Trendline Financial Solutions
Peter Owen, ChFP, CLU, FLMI, CRSP, CISP
President
223 Parker Avenue
West Hempstead NY 11552
(516) 317 – 2860
peter@trendlinefinancialsolutions.com
www.TrendlineFinancialSolutions.com

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2010 Key Numbers
December 05, 2009
Hi everyone
This is an interim FYI report which will give you all applicable 2010 Income Tax rates, Estate Planning Rates, Education Planning Rates, Retirment Planning(IRA, 401k) Rates, etc. These are very handy charts which you may want to save and keep for reference thoughout 2010.
If you are going to use any of this information for important decision making purposes, you should call and check with me to ensure you do not misuse the information.

Peter Owen
Individual Income Tax Planning
Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and more.
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2009 Marginal Income Tax Rates
Marginal tax rates for all filing statuses.
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2010 Marginal Income Tax Rates
Marginal tax rates for all filing statuses.
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Investment Planning
Tax rates on long-term capital gains and dividends.
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Business Planning
Earnings subject to FICA taxes, Section 179 expensing, standard mileage rate, and more.
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Education Planning
Coverdell education savings account limits, education loan interest deduction limits, Hope and Lifetime Learning Credits, and more.
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Protection Planning
Eligible long-term care premium deduction limits, Archer Medical Savings Accounts, and Health Savings Accounts (HSAs).
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Estate Planning
Annual gift tax exclusion, estate tax applicable exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and more.
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2009 Estate Tax Rate Schedule
Taxable estate rates, credit shelter amount, and credit amount.
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Government Benefits
Social Security, Medicare, and Medicaid.
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Retirement Planning
Elective deferral limits, IRA contribution limits, additional “catch-up” limits, traditional deductible IRA and Roth IRA compensation limits, and more.
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The information in any newsletter or within the website should not be construed, in any manner whatsoever, as the receipt of or a substitue for personalized individual advice from Trendline Financial Solutions. Advice may only be given after client has received a copy of the Firm’s Form ADV on file with the New York State Dep’t of the Attorney General, appropriate Firm disclosures as required by Law, and entered into a Financial Planning agreement with the Firm.

Prepared by Forefield Inc. Copyright 2009 Forefield Inc.
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Trendline Financial  Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck  and West Hempstead, NY, convenient to Garden City, Rockville Centre

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