A free, easy-to-reference checklist of the key tax, savings, and planning figures you’ll likely need to know throughout the year.
Most years bring changes to the financial numbers that impact how much you can save, invest, deduct, and contribute. From tax brackets and retirement plan limits to healthcare savings accounts and Social Security thresholds, these figures play a critical role in the financial planning decisions you’ll make throughout the year.
To make things easier, here is a 2026 Important Financial Numbers Checklist, which is a simple, printable resource to help you quickly reference the figures that matter most.
It includes:
- Tax numbers: Tax rates, standard deduction amounts, long-term capital gains tax amounts, and more
- Retirement plan contribution limits: 401k, IRA, Roth IRA, catch-up contributions, and employer-sponsored plan limits
- Health and benefits-related numbers: HSA and FSA contribution limits, deductibles, and maximum out-of-pocket expenses
- Other key planning numbers: Tax credits for children, Social Security figures, Medicare premiums, tax credits and deductions for education, etc
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Stay informed and save time when making financial decisions throughout the year with this quick reference guide.
