New brackets. Higher contribution limits. A brand-new deduction for people 65+. A $15 million estate exemption. Our complimentary 2026 Tax Planning Guide puts every key figure and strategy in one place, so you can plan ahead and file with confidence.
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The IRS adjusts key figures every year, and 2026 brought some notable changes. Here's a quick preview. The guide covers each one in detail, with full tables.
The enhanced senior deduction is available to eligible taxpayers age 65+, whether you itemize or take the standard deduction. It phases out above certain income levels. The guide explains how it works.
Single filers: $16,100. Head of household: $24,150.
Plus an $8,000 catch-up at 50+, or $11,250 for ages 60–63.
Catch-up for age 50+ rises to $1,100.
Self-only coverage: $4,400. Extra $1,000 catch-up at 55+.
$30M for married couples, assuming portability requirements are met.
Can count toward your RMD without adding to taxable income.
That's just the preview. The full guide includes all 7 tax brackets, the complete RMD table, and Roth conversion key points.
Download the GuideTap every statement that applies. You may find more planning opportunities than you expected.
Start tapping to see which sections of the guide are most relevant to your situation.
Get My Complimentary GuideWritten in plain English and organized so you can jump straight to the topics that matter most to you.
2026 standard deductions, all seven federal income tax brackets, and updated retirement account limits.
Which documents to gather, how to stay organized, and how to spot potential deductions and credits.
Credits vs. deductions, deferrals, and tax-free income, explained simply and side by side.
RMD rules under SECURE 2.0, the full Uniform Lifetime Table, backdoor Roth, and tax-loss harvesting.
Qualified Charitable Distributions, donating appreciated assets, and naming a charity as an IRA beneficiary.
The new federal estate and gift tax exemption and what to review after major life events.
Roth IRA conversion key points, multi-year conversion ideas, and using tax-deferred accounts wisely.
How to protect your personal information when filing, from secure browsers to spotting phishing scams.
Reference tables, IRS calculators, and trusted resources to keep on hand all year long.
| Rate | Single | Married Joint | Head of Household |
|---|---|---|---|
| 10% | $0 – $12,400 | $0 – $24,800 | $0 – $17,700 |
| 12% | $12,401 – $50,400 | $24,801 – $100,800 | $17,701 – $67,450 |
See every bracket, plus the full RMD table, in the complimentary guide.
Get the GuideTiming matters in tax planning. Whether you're planning before year-end or getting ready to file, these are the key milestones for your 2026 taxes.
*If you turned 73 in 2026, your first RMD may generally be delayed until April 1, 2027; subsequent RMDs are generally due by December 31 each year. Deadlines can vary based on individual circumstances. Consult a qualified tax professional.
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Your 2026 Tax Planning Guide arrives by email, ready to read on any device or print.
Use it on your own, share it with your CPA, or schedule a conversation with our team.
Tax planning works best as part of a bigger picture. At Arcadia Wealth Management, we help clients evaluate tax planning considerations and coordinate strategies as part of their broader financial plan, in collaboration with their tax professional.
Still deciding? Here's what people usually ask before downloading.
Get the Complimentary GuideYes. There's no cost and no obligation. Simply complete the short form and we'll email you a copy.
Anyone who wants a clearer picture of the 2026 tax landscape, especially individuals and families saving for retirement, approaching or in retirement, giving to charity, or thinking about how to pass on wealth.
Nine sections covering 2026 tax law updates, organizing your taxes, key concepts, retirement strategies (including RMDs and Roth conversions), charitable giving, estate planning, tax-saving opportunities, filing security, and practical IRS tools, with reference tables throughout.
No. The guide is for educational purposes only and does not constitute individualized tax, legal, or investment advice. Tax laws are subject to change, so please consult a qualified tax professional regarding your individual circumstances.
Absolutely. Many people find it a helpful starting point for conversations with their tax professional and family.
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