2026 Tax Facts at a Glance – What You Should Know
As we move into 2026, staying informed about tax law updates is an important part of proactive financial planning. To help you prepare, we’ve included our 2026 Tax Facts at a Glance, a concise reference outlining key federal tax thresholds and planning considerations for the year ahead.
Highlights include:
- Updated federal income tax brackets and standard deductions
- Current capital gains and dividend tax rates
- IRA and Roth IRA contribution limits and phaseout ranges
- Qualified retirement plan limits, including 401(k), 403(b), SEP, and SIMPLE plans
- Health Savings Account (HSA) contribution limits
- Social Security earnings limits and taxation
- Estate and gift tax exemptions, including the increased 2026 exemption
- Medicare and Net Investment Income Tax thresholds
While this guide is designed as a high-level reference, tax changes often create planning opportunities, especially when coordinated with retirement income strategies, charitable giving, estate planning, and investment decisions.
This information is provided for general informational purposes only and should not be construed as tax advice. The Legacy Group and Pinnacle Investments do not provide tax or legal advice. Clients should consult with a qualified tax professional regarding their specific tax situation.
