2021 Key Numbers

2021 Key Numbers 

View the 2021 Key numbers for the following topics:

  • Individual Income Tax Planning
  • 2021 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates)
  • 2020 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates)
  • Business Planning
  • Education Planning
  • Protection Planning
  • Estate Planning (2020 and 2021 Gift and Estate Tax Rate Schedule)
  • Government Benefits
  • Retirement Planning (Employee/Individual Contribution Limits)
  • Investment Planning (Long-term Capital Gains and Qualified Dividends)

2021 IRMAA Numbers

The Medicare Income-Related Monthly Adjustment Amount (IRMAA) is an amount you may pay in addition to your Part B or Part D Medicare premium if your income is above a certain level. The Social Security Administration sets four income brackets that determine your (or your spouse's) IRMAA. Click the link above to view the 2021 IRMAA numbers.