Tax App

The Tax App puts two years of tax facts at your fingertips. It includes:

  • A toggle between the past and present tax years to help you compare and contrast tax facts
  • Easy-to-reference tables for income tax brackets; AMT exemption amounts; estate tax rates and exclusions; and IRA and pension plan limits
  • Convenient, quick calculations of RMDs, marginal tax rates and estate tax liabilities
  • Links to relevant W&SFGD information designed for use in retirement planning scenarios
  • Electronic updates to provide updated information

Download the iPhone or the Android version of the W&S Financial Group Distributors Tax App.

Apple App Store Android App Store

Disclosure and EULA

Tax Reference Guide

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Updated 02.09.18