2024 Important Tax Numbers: A Handy Guide

There are lots of important tax-related numbers that investors have to stay on top of. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant tax numbers, it can be difficult to quickly locate exactly what you’re looking for.

In response to this challenge, we’ve created the two-page 2024 Important Tax Numbers summary guide to help with your tax preparation during next year’s tax season.

*Just click here to access the full guide 📋

This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year. It includes:

• Tax rates for MFJ, Single, and Estates/Trusts
• AMT annual limits
• LTCG rates for MFJ, Single, and Estates/Trusts
• Standard deductions for MFJ and Single
• Social Security annual limits (including earning limits)
• Full Retirement Age chart
• Social Security taxation summary for MFJ and Single
• IRMAA surcharges
• Retirement plan annual limits
• Traditional and Roth IRA annual limits
• Education tax credits
• Uniform Lifetime Table (abbreviated version)
• Single Lifetime Table (abbreviated version)
• Estate and gift tax annual limits
• HSA annual limits

Concerns or questions about your tax situation or financial plan? Contact Financial Synergies today.

We are a boutique, financial advisory and total wealth management firm with over 35 years helping clients navigate markets and developing custom financial plans. To learn more about our approach to financial planning please reach out to us. One of our seasoned advisors would be happy to help you build a custom financial plan to help ensure you accomplish your financial goals and objectives. Schedule a conversation with us today.

More relevant articles by Financial Synergies:

• 2023 Important Tax Numbers: A Handy Guide
• Don’t Let the Tax Tail Wag the Dog
• The ABCs of Education Investing