2025 Key Financial Data

As we head into the second half of 2025, staying on top of the latest tax brackets, deductions, credits, and retirement contribution limits is essential for effective financial planning. The updated 2025 Key Financial Data chart provides a comprehensive snapshot of the numbers that matter—from income tax rates and capital gains thresholds to education credits and estate exclusions. Whether you're a high-income earner, a parent planning for college costs, or someone eyeing year-end tax strategies, these figures serve as a critical reference point for making smart, timely decisions. Let’s break down some of the most important changes and planning opportunities to help you optimize your financial future.