Your Go-To Guide for the Numbers That Matter
Between changing tax laws, retirement plan rules, and Social Security thresholds, it’s easy to lose track of key financial figures. Some numbers change every year, others stay the same—but all of them can be tough to find in the moment you need them.

That’s why we created the Important Numbers guide—a two-page reference sheet designed to keep the most relevant figures right at your fingertips. Whether you're preparing for a meeting or just want quick clarity, this guide makes it easy to stay informed and prepared.

Inside, you’ll find commonly used figures, including:

• Federal tax brackets (MFJ, Single, Estates/Trusts)

• AMT and long-term capital gains limits

• Standard deductions and Social Security thresholds

• Full Retirement Age and IRMAA surcharges

• Annual limits for IRAs, 401(k)s, HSAs, and more

• Education tax credits and estate/gift exclusions

• Abbreviated versions of the Uniform and Single Lifetime Tables

Whether you're reviewing your plan or answering a quick question, this guide helps you access the numbers you need—quickly, clearly, and confidently.