Important Numbers 2024

Reference Guides
Written By Calvin Jung

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

Calvin Jung
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