2026 Important Numbers

A new year brings updated tax and planning numbers—and 2026 includes several meaningful changes. From higher retirement plan limits to new Roth IRA phaseouts, Social Security thresholds, Medicare IRMAA bands and revised federal tax brackets, these shifts can influence everything from how you save to how you withdraw.

To make things easy, we've consolidated all the key 2026 numbers—tax brackets, capital gains tiers, AMT, retirement plans, HSAs/FSAs, Social Security, Medicare and estate & gift limits—into one clean, easy-to-reference guide.

If you’d like help applying any of these changes to your planning, our team is here to help.