Important Numbers

"Important Numbers" guide details key financial limits and rates for advisors and clients alike.

Key Benefits

Tax and Social Security Guidelines Covers tax rates for various filing statuses and essential Social Security information, including earning limits, Full Retirement Age charts, and taxation summaries.

Investment and Savings Caps Details annual limits for retirement plans, IRAs, and HSAs, providing advisors with quick reference points for client investment strategies and healthcare savings.

Educational and Lifetime Provisions Includes information on education tax credits and life expectancy tables (Uniform and Single Lifetime), crucial for retirement planning and educational funding strategies.

Estate Planning Parameters Outlines estate and gift tax annual limits, equipping advisors with the necessary data to guide clients in estate planning and intergenerational wealth transfer.

About This Resource

Our “Important Numbers” summary guide simplifies financial planning with a two-page reference of annual limits and frequently used figures. It includes tax rates, Social Security details, retirement plan caps, and HSA limits, essential for advisors during client consultations.

Financial Synergies
Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm located in Houston, Texas. For over thirty-five, years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.

Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic financial planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.