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.