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Important Dates & Numbers Education

2024-2025 Tax and Retirement Plan Numbers

Click Here For The Following Information 2024

Click Here For The Following Information 2025

AMT annual limits

Tax rates for MFJ, Single, and Estates/Trusts

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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