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This material is meant to educate and not to provide legal, tax, accounting or investment advice. The PNC Financial Services Group, Inc. (PNC) and its affiliates and vendors do not provide legal, tax or accounting advice. You should seek the advice of an investment professional to tailor a plan to your particular needs.
Results should not be taken as predictive or definitive, but instead as illustrations of scenarios that are possible based on the information you've provided and on certain assumptions about economic and financial realities that have yet to unfold. Calculations are based on IRS Publication 590.
This tool is for the 2020 tax year and addresses Single/Head of Household and Married Filing Jointly tax filing statuses. It does not address Married Filing Separately and Qualifying Widow(er) or other statuses.
This tool assumes annual household taxable income is equivalent to modified adjusted gross income (MAGI) for you and your spouse, if applicable. The results provided only relate to you, the individual using the tool. If results are desired for your spouse, if applicable, you must start at the beginning of the tool and answer the questions from that person's perspective.
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Important Investor Information: Brokerage and insurance products are:
Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value
Securities products, brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA, and SIPC. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.
PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.
Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.
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