Important Dates 2024
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Evensky & Katz / Foldes
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
Categories
Recent Insights
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Wealth with Purpose: Helping Clients Achieve Their Philanthropic Goals
At Evensky & Katz / Foldes, we believe that wealth is more than just a means to financial security—it’s a powerful tool for creating meaningful, lasting change in both personal lives and the communities we serve. As a trusted guide in wealth management, I work closely with my clients to craft charitable strategies that not…
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Maximizing Your Roth IRA: Tax-Savvy Strategies for Long-Term Growth
Roth IRAs offer a unique advantage: tax-free growth and withdrawals. This tax benefit makes Roth IRAs ideal for holding high-growth investments. But how do you strategically maximize the potential of your Roth IRA? Let’s explore. What Makes Roth IRAs Ideal for Growth Investments? Imagine growing your wealth without worrying about future tax bills—this is the…
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Conquering Fear in Investing: Building a Resilient Portfolio for the Future
Understanding the Fear Response in Financial Decisions “Neither a man nor a crowd nor a nation can be trusted to act humanely or think sanely under the influence of a great fear…To conquer fear is the beginning of wisdom.” – Bertrand Russell Silly question—what’s riskier: nuclear reactors or sunlight? The most devastating nuclear disaster in…
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Unlock the Power of Your 401(k): How Compounding Interest Builds a Secure Future
When planning for your financial future, one of the most powerful tools you can utilize is your employer-sponsored 401(k) plan. Not only does it offer a structured way to save for retirement, but it also provides unique opportunities to grow your wealth over time through the power of compounding interest. In this post, we’ll explore…
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Talk Your Chart | Predictions Episode: Walgreens Woes, S&P Surprises, and 2025 Outlooks | Episode 64
Get ready for Episode 64! Brett and Marcos reveal the results of their 2024 market predictions and dive into bold forecasts for 2025. Charts are available for download here.
