When Planning for Retirement,

Make Every Year Count!

Tax & Retirement Planning Cheat Sheet

(Including Updates for the One Big Beautiful Bill Act!)

Get Your Copy Today!

Whether you are single by choice, by divorce, widowed, or simply ready to take control of your financial future, there are 3 components to a successful retirement plan:

• Optimizing Your Social Security Benefits
• Minimizing your lifetime tax liability
• Investing Smarter to Ensure You Don't Outlive Your Money

But where can you find all the important tax and retirement planning numbers you need to plan effectively?

Download our easy-to-use Tax & Retirement Planning Cheat Sheet!

There are lots of important numbers to keep in mind. In some cases, those numbers are annual limits that change from year to year. Other times, the figures do not change often but are used frequently. 

Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right information when you need it.

In response to this challenge, we’ve created a 2-page Tax and Retirement Cheat Sheet.

💥 Updated for 2026  💥

This quick reference guide covers the most important annual limits, as well as figures commonly referred to throughout the year.

Including:

• Tax Rates for Single and Married Filers

• New $6,000 Bonus Deduction for Age 65+

• 401(k), IRA, Roth IRA Contribution Limits

• Social Security Annual Limits & Taxation Summary

• Full Retirement Age Chart

• Required Distribution Tables

• Estate and Gift Tax Annual Limits

• So Much More!