Important Numbers 2026
Important Numbers 2026
The tax brackets, Medicare income lines, Social Security figures, and RMD ages all moved for 2026. This free one-page sheet puts them in one place, so you can check the number before you make the move, not after.
Thanks. The full sheet is right below. Save a copy so you have it by the desk.
Download the PDF ↓The one I would point you to first is the senior deduction phase-out. A lot of retirees are sitting right on that line and do not know it.
The full 2026 federal tax brackets, so you can see what a Roth conversion or a big withdrawal actually does to your rate before you pull the trigger.
The 2026 IRMAA income lines, where one dollar over bumps your whole premium, mapped so a move you make today doesn't surprise you on a Medicare bill later.
The 2026 COLA, the claiming math, and the income lines where your benefits start getting taxed, in plain English next to what the 2032 headlines actually mean.
Your required-withdrawal age now depends on your birth year (73 or 75), plus the 2026 contribution and HSA limits, so you stop guessing and look it up.
One page. Built to be printed and kept by the desk, not buried in an inbox.
Patrick Shope, CWS®, has spent more than two decades in financial planning and wealth management, helping pre-retirees and retirees plan a comfortable, fulfilling retirement.
The full sheet is shown above. Save a copy for yourself.
Download the PDF ↓