Episode Details

Can you believe it's 2026 already?? Ready or not here we go! In this episode, I'm sharing the updated tax brackets, standard deductions, capital gains brackets, IRMAA brackets, provisional income brackets, and more.

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✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers

Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

00:00 Introduction

01:23 Federal Income Tax Brackets for 2026

02:10 Standard Deductions and Additional Deductions

04:42 Long-Term Capital Gains Brackets

06:37 Retirement Contribution Limits

08:09 Roth IRA and Traditional IRA Rules

13:07 Medicare Premiums and IRMAA Surcharges

16:20 Social Security Taxation

19:16 Final Thoughts