There are lots of important numbers that we all 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.
We’ve created the two-page “Important Numbers” summary guide in response to this challenge. This quick reference guide covers the most important annual limits and figures 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
Advisory Services are offered through MRA Advisory Group, a Registered Investment Adviser. It is general in nature that the statements herein are not a complete statement of all information necessary for making an investment decision and is not a recommendation or a solicitation to buy or sell any security. The investments and strategies mentioned may not be suitable for all investors. Past performance is no guarantee of future results. Nothing herein, nor any attachment, shall be considered to constitute (i) an offer to sell, nor a solicitation of an offer to purchase, any security, or (ii) tax or legal advice.