2024 Important Numbers

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Protecting Yourself & Your Loved Ones

There are  a lot of important numbers that we must keep in mind each year when making different financial decisions. 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 numbers, it can be difficult to quickly find the right reference.

In response to this challenge, we wanted to provide you with this quick reference guide which covers the most important annual limits as well as figures that are commonly referred to during the year.  


What numbers does it include?

  • 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
  • Full Retirement Age chart
  • Social Security taxation summary for MFJ and Single
  • IRMAA surcharges
  • Retirement plan annual limits
  • Traditional and Roth IRA annual limits
  • Social Security annual limits (including earning limits)
  • Education tax credits
  • Uniform Lifetime Table (abbreviated version)
  • Single Lifetime Table (abbreviated version)
  • Estate and gift tax annual limits
  • HSA annual limits

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