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Old National - Indiana, Wisconsin, Michigan, Kentucky

One Main Street, Evansville, IN 47708

TEL: 800-236-6789

 
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2020/2021 Tax Season Guide

To ease some of the burdens of tax season, we’ve provided this helpful guide, which contains all the information you may need to easily address tax issues and questions that you might face. It will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season.

Of course, if you have additional questions about anything included in this guide, we’re just a phone call away. We look forward to working with you this tax season!

TAX SEASON UPDATE:

The federal income tax filing due date for individuals for the 2020 tax year will be automatically extended to May 17, 2021.  More details can be found in the IRS news release article (2021-59).  Additionally, for 2020, taxpayers have until April 15, 2021 to make prior year individual contributions to their IRA.  

In addition, we recommend you visit your states website for state-specific deadlines.

CLICK HERE to access the IRS press release and website.

NOTE:  Old National Investments does not offer tax advice.

Investment Strategies

Whether your goal for investing is to pursue wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

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Retirement Planning

Whether you're just starting to plan for retirement, well on your way to retiring or are already retired, our advisors will help you navigate through the process.

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Calculators

Saving for retirement? Planning to buy a new home? Investing for your family’s future? Our financial calculators can assist you in making informed decisions to pursue your financial goals.

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Helpful Content

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

 

Crowdfunding—Capital for the 21st Century

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Earnings for All Seasons

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Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Important Birthdays Over 50

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Saving for College 101

Here’s a crash course on saving for college.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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