Bracket Management Chart

This chart reviews the Top 15 bracket management ideas, plus includes a bracket management checklist, plus an illustration of poor bracket management to show how not properly managing your clients tax brackets can impact them. This chart is is updated for 2020—including relevant chart for the groundbreaking SECURE Act!—and is 11″ x 17″ .

SKU RSKCHARTBRKMGMT2020

  • Size: 11 inches x 17 inches (NOTE: May not be printable in full-size on most standard printers)
  • Includes: 11″ x 17″ chart in either laminated and PDF or PDF only version
  • Customized PDF chart with your firm’s logo and information available as add-on for an additional fee (NOTE: No custom laminated charts provided, but Custom PDF chart is printable)
  • Chart Preview (click to enlarge):

FRONT

Bracket Management Chart_Page_1

BACK

Bracket Management Chart_Page_2

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