There are lots of important numbers that you need to keep in mind. In some cases, those numbers are annual limits and change each year. Other times, the figures do not change, like the tables to calculate an RMD, but are used frequently. As a result, it can become easy to forget which figures should be referenced.
This is where the “Important Numbers” guide comes in. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year. It includes:
Tax rates for MFJ, Single and Estates
AMT annual limits
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
Updated: 5/1/2019