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Retirement Solutions With Attorney Jeff Monfette

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Key Financial Data Sheet

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

Request Your Free Key Financial Data Guide

Let your friends at Visper Retirement Solutions help by providing you with a complimentary Key Financial Data Guide so you can get the most updated tax brackets, thresholds, limitations, exemptions and more!

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Upcoming Workshop ... Social Security and Tax Planning

Learn how to optimize your Social Security Income, reduce taxes, and structure your savings to keep you from running out of money in retirement.

Discover the Security You Desire and Deserve

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.


Planning is an important part of the retirement protection puzzle.

Learn what you need to know with our free guides.


51 Pullman St. | Worcester, MA 01606 | 877.421.6700 | info@vispersolutions.com

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.