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Important Numbers for 2024

Important Numbers for 2024

| January 01, 2024

There are many important numbers that you, as an investor, need to keep track of.

Some of these numbers are annual limits that change each year, while others are frequently used figures that don’t change often. With so many sources reporting these numbers, it can be challenging to find the right information quickly.

To help you with this, we’ve created a two-page “Important Numbers” summary guide. This quick reference guide covers the most crucial annual limits and figures that you’ll need throughout the year. Here’s what it includes:

  • Tax Rates: For Married Filing Jointly (MFJ), Single, and Estates/Trusts
  • Alternative Minimum Tax (AMT): Annual limits
  • Long-Term Capital Gains (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
  • Income-Related Monthly Adjustment Amount (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
  • Health Savings Account (HSA): Annual limits

Remember, it’s always a good idea to consult with a financial advisor before making any major financial decisions.

Happy planning!