Tax Planning

Taxes

Navigate tax basics, deductions, and strategies to keep more of your money. Understand how taxes work and optimize your tax situation.

2024 Federal Tax Brackets

Single Filers

Tax RateIncome Range
10%$0 - $11,600
12%$11,601 - $47,150
22%$47,151 - $100,525
24%$100,526 - $191,950
32%$191,951 - $243,725
35%$243,726 - $609,350
37%Over $609,350

* These are marginal rates. Only income in each bracket is taxed at that rate.

2024 Standard Deduction

$14,600
Single
+$1,950 if 65+
$29,200
Married Filing Jointly
+$1,550 each if 65+
$21,900
Head of Household
+$1,950 if 65+

Common Tax Deductions

Itemized Deductions

  • Mortgage Interest - Up to $750,000 in mortgage debt
  • SALT - State/local taxes up to $10,000
  • Charitable Donations - Cash and property gifts
  • Medical Expenses - Over 7.5% of AGI

Above-the-Line Deductions

  • Traditional IRA - Up to $7,000 ($8,000 if 50+)
  • HSA Contributions - $4,150 single / $8,300 family
  • Student Loan Interest - Up to $2,500
  • Self-Employment Tax - 50% deductible

Explore Topics

Tax Basics

Understanding how taxes work

Deductions & Credits

Reduce your tax bill legally

Tax Planning

Strategic tax optimization