The document “2024 Important Numbers” serves as a comprehensive reference guide summarizing key U.S. federal tax rates, deductions, and contribution limits for the 2024 tax year. It includes detailed figures for income tax brackets, long-term capital gains, alternative minimum tax, Social Security, Medicare premiums and IRMAA surcharges, retirement plan contribution limits (401(k), IRA, SEP, SIMPLE), health savings accounts, education tax credits, and estate and gift tax thresholds. Designed for financial advisors and wealth managers, the guide provides a concise and practical overview of essential financial benchmarks to assist in retirement, tax, and investment planning throughout 2024.
Your Medicare Open Enrollment Checklist
October 16, 2023
