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2024 Important Numbers

2024 Important Numbers

January 15, 2024

Staying informed about the latest tax numbers and financial limits is crucial for effective financial planning. As we step into 2024, it's important to be aware of the various annual limits and frequently used figures that could impact your financial decisions. To help you navigate this complex landscape, we've put together a concise, two-page 'Important Numbers' guide. This handy resource includes the most relevant tax rates, deductions, and limits you need to know for the year, such as:

  • Tax brackets for individuals, couples, and estates/trusts
  • Alternative Minimum Tax (AMT) limits
  • Long-term capital gains (LTCG) rates
  • Standard deduction amounts for individuals and couples
  • Social Security limits, including earnings thresholds
  • A chart detailing Full Retirement Age
  • A summary of Social Security taxation for individuals and couples
  • Income-Related Monthly Adjustment Amount (IRMAA) surcharges
  • Contribution limits for retirement plans, including traditional and Roth IRAs
  • Details on education tax credits
  • Key figures from the Uniform Lifetime and Single Lifetime Tables
  • Annual limits for estate and gift taxes
  • Health Savings Account (HSA) contribution limits

This guide is designed to be a quick and easy reference, ensuring you have the vital information at your fingertips to make informed decisions for your financial future and can be found by clicking the link below.

2024 Important Numbers