There are lots of important planning numbers that we work with. At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not change, but are still used frequently. Given the variety of sources for important planning numbers, it can be difficult to quickly find the right input or reference.
In response to this challenge, we provide the two-page resource Important Planning Numbers. The quick reference covers the most important annual limits, as well as figures that are commonly needed during the year.
Items covered include:
Federal tax rates for different filers (MFJ, Single, and Estate Trusts)