
Key tax figures for 2026
In 2026 new tax deductions and inflation adjustments impact tax brackets, rates and contribution limits. Here are some highlights of what is changing in 2026 and some planning considerations.

In 2026 new tax deductions and inflation adjustments impact tax brackets, rates and contribution limits. Here are some highlights of what is changing in 2026 and some planning considerations.
Many beneficiaries who inherited retirement accounts after 2019 must begin taking required minimum distributions in 2025 under the SECURE Act's 10-year rule. Here are some planning considerations.
SECURE 2.0 mandates Roth catch-up contributions for certain retirement plan participants starting in 2026. Here are some highlights of the new provision that will impact high earners' tax bills and retirement savings.
Social Security's 2026 COLA is increasing, and so are Medicare Part B costs. Here are some planning considerations to prepare for these key updates.
The OBBBA introduced new provisions for charitable giving beginning next year that may impact the tax benefit of giving strategies. Here are four key questions to evaluate now when considering donations for 2025.
As year-end approaches, it’s important to estimate income before acting on deductions. Most new deductions are available regardless of itemizing, but there are exceptions. Here are some highlights of the new deductions.
Review and adjust investments, estimate income, maximize retirement savings, consider charitable donations are among many year-end planning ideas. Here is a checklist to use as a guide when planning.
The OBBBA raises the federal estate tax lifetime exclusion permanently to $15 million next year, with inflation adjustments for future years. Our Bill Cass explains how income tax efficiency through strategies like step-up in cost basis and optimizing asset distribution for heirs may make sense.
Social Security is a vital component for retirement. Learn more about maximizing benefits as a married couple and how to mitigate longevity risk. Here are claiming options for married couples..
Medicare provides health coverage for more than 60 million individuals. Understanding the details about enrollment periods and plan coverage is critical to getting the right plan for retirement. Here are some highlights of the program.
The One Big Beautiful Bill Act (OBBBA) solidifies the current tax rate schedule, introduces new tax changes for individuals and businesses, and offers opportunities tax-smart strategies. Here are some planning considerations for 2025 and beyond.