Explore the 2026 Rates, Limits, & Key Figures
We believe strong planning starts with clarity. The 2026 Tax & Retirement Planning at a Glance guide displays our commitment to helping you prepare for what’s next by pairing technical insight with practical application.
Tax and retirement decisions often include investment strategy, estate planning, charitable giving, and long‑term legacy goals, particularly for individuals and families with complex financial needs. This guide combines the 2026 tax thresholds, contribution limits, and planning figures into a clear and convenient resource.
What This Guide Covers
This easy‑to‑reference resource includes widely used planning metrics for 2026, including:
- Income and capital gains tax rates and brackets
- Retirement plan contribution limits, catch‑up provisions, and phaseouts
- IRA and Roth IRA eligibility ranges
- Transfer tax considerations
- Charitable contribution and qualified charitable distribution limits
- Social Security, Medicare, and healthcare‑related limits
See below for the 2026 Tax & Retirement Planning at a Glance PDF to access rates, limits, and key figures in a single resource.
Reach out to a Forvis Mazars Private Client professional to discuss how these figures may apply to your specific goals, whether you’re planning for retirement, managing generational wealth, or advising clients with complex needs.
Forvis Mazars Private Client services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP. The information contained herein should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies mentioned herein, may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.