2025 Important Tax Information Guide

Stay ahead of your tax planning with our comprehensive 2025 Important Tax Information guide. This summary provides essential annual limits and frequently used figures, ensuring you have quick access to vital tax information for informed decision-making. Our guide includes:

Tax Rates: Information for Married Filing Jointly (MFJ), Single, and Estates/Trusts.
Alternative Minimum Tax (AMT) Limits: Annual thresholds and exemption amounts.
Long-Term Capital Gains (LTCG) Rates: Rates for MFJ, Single, and Estates/Trusts.
Standard Deductions: Amounts for MFJ and Single filers.
Social Security Annual Limits: Including earning limits and Full Retirement Age chart.
Social Security Taxation Summary: Details for MFJ and Single filers.
Income-Related Monthly Adjustment Amount (IRMAA) Surcharges: Medicare premium adjustments.
Retirement Plan Annual Limits: Contribution limits for various retirement accounts.
Traditional and Roth IRA Limits: Contribution and income limits.
Education Tax Credits: Available credits and qualifying criteria.
Uniform and Single Lifetime Tables: Abbreviated versions for Required Minimum Distributions (RMDs).
Estate and Gift Tax Annual Limits: Exemption amounts and gift tax exclusions.
Health Savings Account (HSA) Limits: Contribution limits and eligibility criteria.

We review these items as a service to our clients, providing you with the most up-to-date and relevant information for your financial planning needs. Access our guide to ensure you're well-prepared for the 2025 tax year.

Click HERE to view this guide.

Michelle Kessel-Harbart and Ken Brown