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The 2026 Retirement
Numbers You Actually
Need to Know

A crisp 3-page reference covering every key figure for the year — tax brackets, Medicare premiums, Social Security bend points, RMD ages, and more. Built for people approaching retirement, not accountants.

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Taxes & Medicare
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Social Security
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Family & Benefits
✓ Instant PDF Download ✓ 2026 Numbers — IRS & SSA Verified ✓ No Cost. Ever. ✓ No Sales Pressure
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Get Your Free
2026 Cheat Sheet

📄 3 pages. Every key retirement planning number for 2026 — sourced from the IRS, SSA, and CMS. Print it. Keep it on your desk.

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What's Inside

Three Pages of Clarity

Every number is sourced directly from the IRS, SSA, and CMS — updated for 2026 and organized so you can find what you need in seconds.

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Tax Brackets & Deductions

2026 federal income tax brackets for all filing statuses, standard deductions including the new age-65+ OBBBA bonus, and estate & trust brackets.

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Retirement Account Limits

IRA, Roth IRA, 401(k), SIMPLE IRA, and SEP IRA contribution limits — including SECURE 2.0 super catch-up rules for ages 60–63.

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Medicare Premiums & IRMAA

All 2026 Part B premium tiers based on your 2024 MAGI, Part D surcharges, deductibles, and coinsurance — the numbers most people don't find until it's too late.

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Social Security Basics

Full Retirement Age by birth year, PIA bend points, earnings test limits, and the exact monthly reduction rates for claiming early or late.

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Capital Gains & Investments

2026 long-term capital gains brackets and qualified dividend rates for all filing statuses, plus the 3.8% Net Investment Income Tax threshold.

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Family & Survivor Benefits

Spousal and survivor benefit percentages, family maximum formulas, length-of-marriage rules, and SS taxation thresholds for joint and single filers.

Alan Crawford — Peak Confidence Retirement Planning
About the Author
Alan Crawford
RICP®  ·  CLTC®  ·  NSSA®  ·  Series 65 IAR  ·  Midlothian, Virginia

I compile this cheat sheet each year because I'm tired of watching people make expensive, irreversible Medicare and Social Security mistakes — not because they weren't smart, but because no one gave them the right numbers at the right time. If you want to go deeper than the numbers and build a retirement plan that's actually yours, I'm here. The first conversation is always free.