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Financial planning decisions often hinge on specific thresholds, contribution limits, phaseout ranges, and tax brackets—and those numbers change frequently. The “Important Numbers” summary guide is a concise, two-page reference designed to give you quick access to the most critical federal tax rates, retirement plan limits, income thresholds, and benefit figures used throughout the year.
This guide includes key data points such as 401(k), IRA, SEP, and SIMPLE contribution limits; Roth IRA eligibility phaseouts; Social Security wage bases and earnings limits; Medicare IRMAA brackets; capital gains thresholds; estate and gift tax exemptions; HSA and FSA limits; education tax credit phaseouts; and more. Built for high-income professionals and proactive planners, it ensures you can make informed, timely decisions without scrambling for updated figures—so your strategy stays precise, compliant, and optimized year-round.
Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.