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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Protect Profits and People: The Top 3 Risk Management Strategies for Your Business
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Running a business is about more than day-to-day operations — it’s about protecting the hard work you’ve invested and the people who make it possible. Business owners face the dual challenge of maintaining profitability while creating a workplace where employees feel valued and secure. Smart companies understand that risk management and employee retention are interconnected.…
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Is FIRE Still Realistic?
The modern FIRE movement may be less about quitting work and retiring, and more about buying back your time.
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This single mom saved $1 million in 15 years to retire at 49. How to use her strategies to catch up on retirement savings.
It’s not too late to fast-track your retirement savings, even if you’re 50 years old and have debt
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Evensky & Katz / Foldes Wealth Management: Interview With Principal & Chief Revenue Officer David Evensky About The Advisory Firm
Evensky & Katz / Foldes Wealth Management is a registered investment advisory firm that provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and institutions. Pulse 2.0 interviewed Evensky & Katz / Foldes Wealth Management Principal and Chief Revenue Officer David Evensky to gain a deeper understanding of the company.
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Budgeting and Financial Organization: Lessons from Life, Love, and Messy Homes
Recently, my wife sent me an opinion article from The New York Times titled “My Home is Messy, and I Don’t Feel Bad About It” by KC Davis. The author highlights many reasons why being messy can be a positive trait—from fostering creativity to accepting that the same DNA that “makes us shine can’t be…
