Our two-page guide outlines the important numbers for the year. It includes:
Tax rates for MFJ, Single, and Estates/Trusts
AMT annual limits
LTCG rates for MFJ, Single, and Estates/Trusts
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
Education tax credits
Uniform Lifetime Table (abbreviated version)
Single Lifetime Table (abbreviated version)
Estate and gift tax annual limits
HSA annual limits
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