2026 Important Numbers (Re-Envisioned!) [November 2025]

🚨 The Important Numbers Guide Has Been Re-envisioned For 2026!

New layout. Updated numbers. Better than ever!

There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference during a client meeting.

In response to this challenge, we’ve created the two-page “Important Numbers” summary guide. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.

For this update, much of the core content remains the same – after all, this is still the Important Numbers guide – but we’ve also added new content in light of the OBBBA. Along with several quality-of-life improvements to make the guide easier to use.

👉 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