2026 Important Numbers (Re-Envisioned!) [December 2025]
🚨 The Important Numbers Guide Has Been Re-envisioned For 2026!
New layout. Updated numbers. Better than ever!
Advisors keep dozens of important numbers in mind throughout the year. Some change annually. Others stay relatively consistent but are referenced often in client conversations. With those figures scattered across multiple sources, finding the right number at the right time can be frustrating.
To make this easier for our members, we created the two-page Important Numbers summary guide. It brings together the most commonly used annual limits and planning figures into one clear, easy-to-use reference.
For the 2026 update, we kept the core content advisors rely on while adding new material prompted by the OBBBA and making several organizational and layout improvements to improve usability during client meetings.
👉 Download the updated guide now
Key updates include:
- Added a Tax Credits For Children section, which now includes both the Child Tax Credit and the Child and Dependent Care Credit.
- Introduced a new Itemized Deductions section, which highlights the updated SALT deduction cap.
- Added a comprehensive Non-Itemized Below-The-Line Deductions section covering the senior, charitable, overtime, tips, car loan interest, and QBI deductions.
- Updated the former “Education Tax Credit Incentives” section to Tax Credits & Deductions for Education, and added the student loan interest deduction.
- Included limits for Qualified Longevity Annuity Contracts (QLACs) and Qualified Charitable Distributions (QCDs) under the “Traditional IRA & Roth IRA Contributions” section.
- Added a new Flexible Spending Accounts section with contribution limits for both healthcare FSAs and child and dependent care FSAs.
One significant improvement is that the guide has been reorganized for faster reference:
- Page 1 now focuses exclusively on tax-related numbers such as tax brackets, AMT, deductions, and credits.
- Page 2 focuses on retirement and contribution-based limits, including retirement plans, IRAs, HSAs, FSAs, Social Security, Medicare, and more.
This structure makes it easier and quicker to narrow down which page you need when you’re working with a client.
The guide continues to include many of the essential figures advisors rely on, such as:
- Tax rates for MFJ, Single, and Estates/Trusts
- AMT annual limits
- LTCG rates for MFJ, Single, and Estates/Trusts
- Standard deductions for MFJ and Single
- Social Security earning limits and related annual thresholds
- Full Retirement Age chart
- Social Security taxation summary for MFJ and Single
- IRMAA surcharges
- Retirement plan annual limits
- Traditional and Roth IRA annual limits
- Education-related tax benefits
- Abbreviated Uniform Lifetime and Single Lifetime tables
- Estate and gift tax annual limits
- HSA annual limits