Important Numbers 2024

There are lots of important numbers that you 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. This guide 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