Truepoint December 31, 2024

Key Financial Data for 2025

Truepoint December 31, 2024

As we move into the new year, the Truepoint team has compiled the key financial data for 2025. This comprehensive guide is intended to be a go-to piece for various facets of retirement, tax, and estate planning. Some of the key data points include:

2025 tax rate schedule and brackets
Standard and special tax deductions
Gift and estate tax exclusions and credits
Health Savings Accounts (HSA) contribution limits
Social security benefits
Retirement plan contributions

Click here to download the full PDF version of the 2025 Key Financial Data guide.

Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A & Form CRS filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.