Retirement Planning Forms & Tools | Tax Planning Forms | Client Links | 

 

Retirement Planning Forms & Tools

Please use these forms to help in in your retirement planning and implementation process.  

Retirement Planning Forms

Planning For Retirement?
Get Started with Our Retirement Planning Questionnaire

2018 Retirement and Tax Quick Facts
Quick Facts about Income Tax Rates as well as helpful Retirement Facts for 2018

Evaluating Your Risk?
Fill out our Investment Objective and Risk Tolerance Questionnaire

 

Retirement Planning Tools

Checking on Advisor / Broker Credentials?
FINRA Broker Check

CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
CFP.net

Make Smart Purchases with these Products Reviews
ConsumerSearch.com

Should I Refinance my Mortgage?
Bankrate.com

Need Help with College Choices, Cost, and Funding?
College Cost Navigator

Looking for Eldercare?
Eldercare Locator

Tax Questions?
IRS

Retire Overseas?
International Living

Protect Yourself from Investment Fraud
SaveandInvest.org

FDIC's Electronic Deposit Insurance Estimator (EDIE)
EDIE the Estimator

Tax Tip - Value your Charitable Donations
Salvation Army USA

How Can I Get a Copy of My Credit Report?
Equifax Trans Union Experian

When Should I Apply for Social Security Benefits
Social Security Administration
Quick Calculator

Estate Planning Information and Resources
National Association of Financial and Estate Planning

Retiree Discount Resources
AARP

Retirement Living Resource Center
Retirement Living

 


Tax Planning Forms

Welcome to Tax Planning Forms.  Here you'll find quick and convenient interactive forms to help you in your tax planning and implementation process.

Need help Organizing Your Tax Expense?    
Get started with our Mariner Tax Organizer  

2018 Retirement and Tax Quick Facts
Quick Facts about Income Tax Rates as well as
helpful Retirement Facts for 2017

Form 1040 / Instructions
U.S. Individual Income Tax Return

Form 1040ES 
Estimated Tax for individuals. Estimated tax is the method used to pay tax on income that is not subject to withholding ( for example, earnings for self-employment, etc).

Form 1040X / Instructions
Amended U.S. Individual Income Tax Return

Schedule B (Form 1040)
Interest and Ordinary Dividends

Schedule D (Form 1040) / Instructions
Capital Gains and Losses

Schedule SE (Form 1040) / Instructions
Self Employment Tax. Use this for to figure the tax due on net earnings from self-employment.

W-2 Form / Instructions
Wage and Tax Statement

1099 Form / Instructions
Miscellaneous Income Statement

4868 Form
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return.

8917 Form
Tuition and Fees Deduction

Keep Track of Your Travel Expenses
Our interactive Mariner Travel Expense Log does just that

Valuation for Donations
Wondering how much your charitable donations are worth?
Use our valuation guide that adds it all up for you

Form 1040A / Instructions
U.S Individual Income Tax Return

Form 1040EZ / Instructions
U.S. Individual Income Tax Return for Single and Joint Filers with No Dependents

Schedule A (Form 1040) / Instructions
Used Itemized Deductions.

Schedule C (Form 1040) / Instructions
Profit or Loss from Business (Sole Proprietorship)

Schedule M (Form 990)
Making Work Pay Credit. Use Schedule M to figure the making work pay credit.

W-4 Form 
Employee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay

W-9 Form / Instructions
Request for Taxpayer Identification Number and Certification

941 Form / Instructions
Employer's Quarterly Federal Tax Return

8863 Form / Instructions
Education Credits (American Opportunity and Lifetime Learning Credits)

 


Client Links

ALBRIDGE WEALTH MANAGEMENT:  https://www3.mainaccount.com/ca/

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