Reference Guide: 2024 Key Financial Data


Our custom resource includes the most updated tax brackets, thresholds, limitations, exemptions, and more. Nearly all the key items that affect one’s personal finances are contained in the guide’s easy-to-follow format, including:

2024 Tax Rate Schedule

Standard Deductions & Child Tax Credit

Tax Rate on Long-Term Capital Gains and Qualified Dividends

Net Investment Income Brackets

Exemption Amounts for Alternative Minimum Tax

Gift and Estate Exclusion and Credits

Education Credits, Deductions, and Distributions

Tax Deadlines

Retirement Plan Contribution Limits

Individual Retirement Accounts

Health Savings Accounts

Deductibility of Long-Term Care Premiums on Qualified Policies

Medicare Deductibles

Social Security

Medicare Premiums

Uniform Lifetime Table

DISCLOSURE: For complete information on your tax situation, you should consult a qualified tax advisor. While Versant Capital Management doesn’t offer tax advice, we are familiar with certain tax situations that our clients face regularly. Disclosure: Any tax-related material contained within this document is subject to the following disclaimer required pursuant to IRS Circular 230: Any tax information contained in this communication (including any attachments) is not intended to be used and cannot be used for purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting marketing or recommending to another person any tax-related matter.