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Sources:
https://www.modwm.com/2026-tax-brackets/. 
  
https://www.modwm.com/new-tax-provisions-one-big-beautiful-bill-act/ 
 
https://www.modwm.com/2026-401k-and-ira-contribution-limits/ 
 
https://www.modwm.com/social-security-cola-increase-for-2026/ 
 
https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles 
 
https://www.whitehouse.gov/articles/2025/12/landmark-dell-gift-supercharges-trump-accounts-for-americas-kids/ 

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Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.