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You Only Get One Retirement.

Let’s Make It a Good One.

Get this summary of 2024 key tax data to see how your income, deductions, and credits will affect your taxes.

This 2-page document includes:

  • Income brackets for each filing status
  • Standard deduction amounts
  • Long-term capital gains and qualified dividends tax brackets and rates
  • Retirement plan contribution limits
  • Education credits
  • Payroll taxes
  • RMD calculations
  • Tax and estimated 

We understand that unique challenges that come at this time in your life, and we know many of the questions you have when it comes to your five year timeline.

We help answer questions such as:

  • What happens to my employer-provided retirement accounts?
  • What will happen to my insurance benefits?
  • How do my spouse and I coordinate our retirements together?
  • How will our new income affect our taxes?