2024 Financial Planning Annual Limits

Download our two-page “Important Numbers” guide.  This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.  It includes: 

• Tax rates for MFJ, Single and Estates
• AMT annual limits
• Standard deductions for MFJ and Single
• Social Security annual limits (including earning limits)
• Full Retirement Age chart
• Social Security taxation summary for MFJ and Single
• IRMAA Surcharges
• Retirement Plan Annual Limits
• Traditional and Roth IRA Annual Limits
• Estate and gift tax annual limits
• HSA annual limits 
• And More