Maximum tax on long-term capital gains and qualified dividends Unearned income Medicare contribution tax ("net investment income tax") This information was developed by Broadridge, an independent third party. It is general in...
2024 and 2023 contribution rates for employer and individual retirement accounts, including income phase-outs for IRA deductions and ROTH IRA contributions. Employee/individual contribution limits 1 Must aggregate employee contributions to all 401(k), 403(b),...
Single Taxpayers Married filing jointly and surviving spouses Married individuals filing separately Heads of Household Trusts and estates This information was developed by Broadridge, an independent third party. It is general in nature, is not...
2024 and 2023 numbers for small business tax credit for providing health-care coverage, updated mileage rate, earnings subject to FICA taxes and more...
2024 and 2023 numbers for LTC premium deduction limits, per diem limits, health savings accounts, flexible spending accounts and archer medical accounts. Eligible long-term care premium deduction limits: Per diem limit: Archer Medical...
[caption id="attachment_19120" align="alignleft" width="170"] Retirement savings limits are once again on the rise in 2024.[/caption] Many IRA and retirement plan limits are indexed for inflation each year. Several of these key...
[caption id="attachment_19109" align="alignleft" width="170"] “Of course, even with state-of-the-art models and even in relatively calm times, the economy frequently surprises us.” — Fed Chair Jerome Powell[/caption] Despite high interest rates and...
Links to all of the key numbers for your 2023 planning. Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions,...