2024 Key Financial Data Guide

As we step into the new year, it’s wise to review your tax plan in light of recent changes. Our 2024 Key Financial Data Guide is your go-to resource, providing quick access to this year’s critical figures covering Social Security, taxes, health savings, Medicare, retirement, college planning, and more. Keep this guide at your fingertips for easy reference and informed decision-making.

• 2024 Tax Rate Schedule
• Standard Deductions & Child Tax Rate Credits
• Tax Rates on Long-Term Captial Gains
• Exemption Amounts
• Gift and Estate Tax Exclusions and Credits
• Education Credits and Deductions
• Tax Deadlines
• Retirement Plan Contribution Limits
• Individual Retirement Accounts
• Health Savings Accounts
• Medicare Deductibles
• Social Security
• Medicare Premiums

SERVICES WE OFFER RELATED TO THIS TOPIC

The information contained in this post is for general use and educational purposes only.  However, we do offer specific services to our clients to help them implement the strategies mentioned above.  For specific information and to determine if these services may be a good fit for you, please select any of the services listed below. 

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Investment Advisory Services are offered through Lifetime Financial, Inc., a Registered Investment Advisory. Insurance and other financial products and services are offered through Lifetime Paradigm, Inc. or Lifetime Paradigm Insurance Services. Neither Lifetime Financial, Inc. nor Lifetime Paradigm, Inc., or its associates and subsidiaries provide any specific tax or legal advice. Only guidance is provided in these areas. For specific recommendations please consult with a qualified, licensed Advisor. Past performance is no guarantee of future results. Your results can and will vary. Investments are subject to risk, including market and interest rate fluctuations. Investors can and do lose money and, unless otherwise noted, they are not guaranteed. Information provided is for educational purposes only and is not intended for the sale or purchase of any specific securities product, service or investment strategy. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.

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