2025 Contribution Limits
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Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.

2024 Tax Facts
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Here is a reference chart with 2024 income tax rates, capital gains rates, retirement contribution limits, and more.

2024 Contribution Limits
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Twelve-month inflation for all items ending in September 2023 has been 4.1%, so the 2024 contribution limits increased significantly but less than last year.

2026 Tax Cliff on Horizon
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Why create tax rules which expire so soon after they are made? The answers are as frustrating as the uncertainty the sunsets create.

How Our Current Tax Brackets Compare to Historical Ones
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How do our current tax brackets compare to historical ones? Are our taxes higher than the past? When was the most expensive time period for the U.S. income tax?

New Catch-Up Limits for Ages 60-63 in 2025 (Secure 2.0)
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Seniors born between 1962 and 1965 will be the first to be able to take advantage of these plus-sized limits.

2023 Tax Facts
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Here is a reference chart with 2023 income tax rates, capital gains rates, retirement contribution limits, and more.

2023 Contribution Limits
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Twelve-month inflation for all items ending in September 2022 has been 8.2%, so it is not surprising that the 2022 contribution limits have seen more increases than normal.

2022 Tax Facts
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Here is a reference chart with 2022 income tax rates, capital gains rates, retirement contribution limits, and more.

2022 Contribution Limits
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Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.

2021 Tax Facts
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Here is a reference chart with 2021 income tax rates, capital gains rates, retirement contribution limits, and more.

2021 Contribution Limits
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Most stayed the same while HSAs and employers saw increased contribution limits.

2020 Tax Facts
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As 2019 draws to a close, it’s time to start looking ahead to 2020 tax planning.

2020 Contribution Limits
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This year was a good year for Roth loving folks like us.

2019 Tax Facts
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Here is a cheat sheet with information about the 2019 tax brackets and contribution limits that should help as you do your tax planning for the year.

2019 Contribution Limits
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This year was a good year for Roth loving folks like us.

2018 Tax Facts
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Here are the numbers to use as you’re doing tax planning this year. 

2018 Retirement Plan and HSA Contribution Limits
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Here are the numbers for how much you can save in retirement accounts and Health Savings Accounts in 2018.

New 2018 Tax Law (Tax Cuts and Jobs Act)
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The Tax Cuts and Jobs Act came out of conference, which means that the House and Senate bills have been reconciled into one piece of legislation.

2017 Tax Tables
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If you’re doing some tax planning this year, here is a quick guide to the brackets.

Retirement Plan and Health Savings Plan Limits for 2017
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Every year the IRS releases new limits for how much you can contribute to Individual Retirement accounts and Health Savings accounts for the tax year.

2017 Estate and Gift Tax Limits
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Neither party has to pay taxes on gifts up to this gifting limit, and the limit remains unchanged from 2016.

2017 Employer-Sponsored Retirement Plan Limits
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Here are the limits for how much you and your employer can contribute to retirement accounts on your behalf.

Why Would You Intentionally Realize Capital Gains?
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When you sell an investment that has appreciated, the IRS looks at your tax rate and taxes the gains accordingly.

2016 Employer-Sponsored Retirement Account Limits
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Here are the limits for how much your employer can add to retirement accounts on your behalf.

2016 Retirement Plan Limits
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Knowing how much you can contribute to your retirement accounts is important.

2016 Tax Facts
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Here’s a quick guide to the tax brackets and some other useful information for 2016.

Index of 2015 and 2014 Tax Tables
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Want the full list of tax tables? Here they are in one place for easy browsing.

2015 Tax Facts
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The tax tables have arrived! Here are some highlights to keep in mind for the 2015 tax year.

2015 IRA and Roth Contribution Limits
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Here are the 2015 contribution limits and income phaseouts for contributions to Traditional IRAs and Roth IRAs for retirement saving planning.

Tax Limits: 2015 Employer-Sponsored Retirement Plans
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It’s important to know the limits so you don’t over-contribute and incur tax penalties, but contribute just the right amount (based on your income) for your future standard of living.

2014 IRA & Roth Contribution Limits
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Plan to max out your retirement contributions for 2014 — your future self will thank you.

2014 Employer-Sponsored Retirement Plans
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It’s important to know the limits so you don’t over-contribute and incur tax penalties, but contribute just the right amount (based on your income) for your future standard of living.

2014 Tax Facts
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The numbers are in: here is a quick chart of tax info for the 2014 tax year.

Index of Tax Tables
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Want the full list of tax tables? Here they are in one place for easy browsing.

2013 IRA & Roth Contribution Limits
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There’s still time to make sure you’ve maxed out your retirement contributions — your future self will thank you.

2013 Capital Gains Tax Table
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Here’s the tax table for the 2013 capital gains tax.

2013 Tax Brackets
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2013 brought many changes, many of them small, into the tax code. Here’s a breakdown of the highlights.

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