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2024 Key Financial Data Guide

This handy reference guide includes:

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

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Tune in to “Retirement Solutions
with Attorney Jeff Monfette”

Jeff Monfette is your source for all things retirement, discussing everything from how current events could affect your savings to strategies that help you maximize your retirement income.

Listen to Jeff each week on:

WCRN 830 AM — 2 p.m.
Monday and Friday

WTAG 580 AM, 94.9 FM — 7 a.m.
Saturday

Planning is an important part of the retirement protection puzzle.

Learn what you need to know with our free guides.

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These guides are provided for informational purposes only; they are not designed for an individual’s personal situation. The firm providing this content is not permitted to offer investment advice.