Important Dates 2024

This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips.

Key Features Include:

  • 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 and earning limits
  • Full Retirement Age chart and Social Security taxation summary
  • Income-Related Monthly Adjustment Amount (IRMAA) surcharges
  • Retirement plan annual limits, including Traditional and Roth IRA limits
  • Education tax credits
  • Uniform and Single Lifetime Tables (abbreviated versions)
  • Estate and gift tax annual limits
  • Health Savings Account (HSA) annual limits

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