Tax Facts 2026
Every key retirement planning number for tax year 2026. One guide, always within reach.
All the Numbers That Changed. In One Place.
Tax brackets shift. Contribution limits move. Medicare premiums reset. Every January brings a new set of numbers, and hunting them down one by one gets old fast.
Our annual Retirement Planning Facts guide puts the figures for tax year 2026 on a few printable reference pages. It is the same sheet our advisors keep on their own desks, updated for the newest tax law changes.
- 2026 federal income tax rate schedules for every filing status
- Standard deductions, including the new deduction for taxpayers 65 and older
- Retirement plan and IRA contribution limits, with catch-up provisions
- Social Security figures, Medicare deductibles, and income-related monthly adjustment amount (IRMAA) premium tables
- Estate and gift tax exclusions, HSA limits, and the tax deadline calendar
What You'll Learn
Tax Brackets and Deductions
The 2026 rate schedules for every filing status, standard deductions, capital gains and qualified dividend rates, and alternative minimum tax exemptions.
Retirement Contribution Limits
Workplace plan deferral limits, catch-up provisions by age, SIMPLE plan limits, and IRA contribution rules with Roth income phaseout ranges.
Social Security and Medicare
Maximum benefit figures, retirement earnings exempt amounts, how benefits are taxed, plus Medicare deductibles and premium tables by income.
Estate, Gifts, Health, and Deadlines
Estate and gift tax exclusions, HSA limits, long-term care premium deductibility, education accounts, the Uniform Lifetime Table for RMDs, and every filing deadline.
Get the Full Guide
The complete 2026 reference guide, researched from IRS, Social Security Administration, and Centers for Medicare & Medicaid Services publications. No email required. No strings attached.
A quick-reference guide worth printing and keeping by your desk all year. For educational purposes only, not tax or legal advice.