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Updated

Important Numbers

Related Guide: AGI/MAGI Summary Guide

2024 Important Numbers updated 09/01/2024

There are lots of important numbers that advisors need to keep in mind. 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 during a client meeting.

In response to this challenge, we’ve created the two-page “Important Numbers” summary 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
Related Guides
Important Milestones
Category: General, Tax Planning, Insurance Planning
AGI/MAGI Summary Guide
Category: Tax Planning
TCJA Sunset Provision Comparison Guide
Category: Tax Planning
What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?
Category: Tax Planning
What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
Category: General, Tax Planning, Assets and Investment Planning
Taxation Guide To Withdrawals And Income Sources
Category: Tax Planning

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