Key Numbers to Know for 2026

Important Planning Numbers for 2026

Federal Income Tax Brackets

Tax Bracket Chart

Standard Deduction

Deduction Chart

Long-Term Capital Gains Rates

Long Term Capital Gains Rate Chart

Retirement Contribution Limits

Retirement Contribution Limits Chart

Social Security Taxes

Social Security Taxes Chart

Medicare IRMAA – Monthly Part B Premiums

Medicare IRMAA – Monthly Part B Premiums Chart

Estate & Gifting Limits

Estate & Gifting Limits Chart

Qualified Charitable Distributions (QCDs)

Qualified Charitable Distributions Chart

SALT Deduction Cap

SALT Deduction Cap Chart

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.