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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Why Smart Investors Rebalance: The Discipline Behind Thoughtful Portfolios
In investing, the hardest part isn’t always choosing what to buy—it’s knowing when and how to adjust. That’s where portfolio rebalancing comes in. At Evensky & Katz / Foldes, we believe thoughtful investing means staying aligned with your goals, applying disciplined financial planning, smart investment diversification, and not chasing returns. Thoughtful Investing Starts with Thoughtful…
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Choosing the Right Retirement Plan for Your Business: A Guide for Sole Proprietors
As a sole proprietor, planning for your retirement is a crucial step in securing your financial future. You’re in control of your business, but you also need to be smart about how you save for the long term. The good news is that there are several retirement plan options available, each with unique benefits. Some…
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Retire, Redesign, or Recharge: How to Know It’s Time for a Career Shift
Retirement Planning Goes Beyond the Numbers Choosing to leave a career is as much an emotional decision as a financial one. In fact, I would argue the financial side is the easiest to determine – it is completely objective. You either have enough in savings and income to meet your future financial goals or you…
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The Psychology of Money for Kids: How Couples Can Teach Financial Literacy Together
Why Teaching Kids About Money Starts Early Children begin forming beliefs about money far earlier than many parents realize. By the time they’re in kindergarten, many kids already show emotional reactions to saving, spending, and sharing. These early money behaviors aren’t just shaped by conversations—they’re based on what kids see, hear, and feel in their…
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Talk Your Chart | Dollar Down. Energy Up. What’s Next? | Episode 70
In Episode 70 of Talk Your Chart, Marcos and Brett break down China’s energy dominance, the frozen U.S. housing market, a softening job landscape, and what the falling dollar means for investors. Plus, they discuss market concentration and why it might be time to look beyond the biggest names in the S&P 500. Charts available…
