— Tax Reference Guides —

Beacon Wealth Tax Reference Guide

Key financial data at your fingertips. Download our annual reference guides for tax brackets, contribution limits, and the figures that shape your planning year.

Key Financial Data 2024 tax reference guide
Key Financial Data

2024

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Key Financial Data 2023 tax reference guide
Key Financial Data

2023

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Key Financial Data 2022 tax reference guide
Key Financial Data

2022

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Key Financial Data 2021 tax reference guide
Key Financial Data

2021

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Key Financial Data 2020 tax reference guide
Key Financial Data

2020

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These guides are provided for general informational purposes only and are not tax or legal advice. Tax figures change year to year. Consult your CPA or attorney regarding your specific situation.

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Written and reviewed by

John T. Halterman, Founder and Senior Wealth Advisor, Beacon Wealth Management. Certified Wealth Strategist, AIF®, CEP®, ChFEBC®, RFC®. Twenty-five years guiding second-half financial decisions, host of Wisdom to Wealth on WDTV, and more than 900 educational videos. Content on this site is reviewed quarterly; last reviewed September 2026. About John · FINRA BrokerCheck