Important Planning Numbers for 2026
Federal Income Tax Brackets
Standard Deduction
Long-Term Capital Gains Rates
Retirement Contribution Limits
Social Security Taxes
Medicare IRMAA – Monthly Part B Premiums
Estate & Gifting Limits
Qualified Charitable Distributions (QCDs)
SALT Deduction Cap
If you have any questions or would like to discuss how these 2026 updates may impact your financial plan, as always, please feel free to reach out.
Your Financial Focus Team
Data sources: Information provided by Broadridge Advisor Solutions. © 2026 Broadridge Financial Services, Inc.