Key Financial Data for 2026 | Living Legacy

This comprehensive reference provides an “at-a-glance” look at the essential numbers you need for the coming year, including:

  • 2026 Tax Rate Schedules: Detailed brackets for single, joint, and head-of-household filers.
  • Retirement & HSA Limits: Updated contribution ceilings for 401(k)s, IRAs, and Health Savings Accounts.
  • Education & Estate Planning: Critical data on 529 plans, gift tax exclusions, and estate tax credits.
  • Medicare & Social Security: Latest premium adjustments and earnings exempt amounts.

Whether you are planning for your business or your family’s future, having these figures at your fingertips is the first step toward a proactive financial strategy.

Download the Full 2026 Key Financial Data PDF Here