Planning Made Simple

Tax Resources.

Whether you work with a financial advisor or manage your own portfolio, understanding the impact taxes will have on your investments can help you make informed decisions and potentially save money in the long run.

Empower your financial future with online education, community, and engagement.


Federal Income Tax Brackets for 2022

The U.S. has seven federal income tax brackets for the year 2022, which are; 10%, 12%, 22%, 24%, 32%, 35%, and 37% respectively. If you’re one of the lucky few…

Read More

401(k) vs Annuity: Which Is Best for Your Retirement?

401(k)s and annuities are two of the most popular vehicles to accumulate assets for retirement. While they share a range of characteristics and features, 401(k)s and annuities function quite differently…

Read More

Are my Social Security benefits taxable?

As we dive into whether your Social Security benefits will be taxed, bear in mind that it’s at the federal level in which social security income is generally taxable. And…

Read More

How A 401(k) Works

A 401(k) is a type of qualified retirement savings plan where contributions are made by an employee into pre-selected investment funds chosen by their company. Once the employee contributes into…

Read More

create your account today

Master your financial journey with Planning Made Simple.

Join a premium community that offers you
conversations that matter.|information you can trust.|honest guidance from professionals.|positive community engagement.|education for all skill levels.

Membership includes
  • Premium content released weekly to help you master your financial journey.
  • Access to our growing collection of courses and educational material.
  • A flourishing community of like-minded investors and professionals.
  • A personalized financial plan from a certified Planning Made Simple coach.
  • Ongoing support and motivation to help guide you on your path.

Join Planning Made Simple Today