Tax & FINANCIAL planning

Important Tax and Financial Planning Numbers

There are lots of important numbers that we need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference while making financial decisions.

In response to this challenge, consider this two-page “Important Numbers” resource. 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 Married Filing Jointly (MFJ), Single, and Estates/Trusts
AMT annual limits
Long Term Capital Gains (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
Medicare Premiums & IRMAA surcharges
Retirement plan annual limits
Traditional and Roth IRA annual limits
Education tax credits
Uniform Lifetime Table (abbreviated version) for Required Minimum Distributions (RMDs)
Single Lifetime Table (abbreviated version) (RMD)
Estate and gift tax annual limits
HSA annual limits

Download now

Are you looking for important tax and financial planning limits for 2023? Here is your guide to financial planning limits for the previous year.

Need some guidance trying to align these financial planning limits with your financial plans? Schedule a call with a BrightPlan coach using this link.

Not sure where to start? Not all of the financial numbers above will apply to everyone's unique situation. Learn about 5 Financial Numbers You Need to Know in this quick read.

Recognized by the best

BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Financial advisors are from Plancorp LLC, an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan and Plancorp ADVs for additional important information. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of Prumentum Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition.