Now that 2025 taxes are almost wrapped up, investors need to turn our attention to 2026. And tax planning for 2026 will require close attention—because last year's Federal legislation has significantly changed the tax landscape for 2026 in ways that are likely to shape your longer-term planning decisions.

To help, we have prepared our free guide, 10 Things to Know About Tax Planning in 2026.1 This valuable resource covers the key changes for this year—from higher contribution limits to new deductions to more predictable exemption levels. Get it now so you can incorporate these changes as you plan your tax strategies as well as your broader financial planning.

In this guide, you'll get the key information you need about these updated tax rules to optimize your finance and tax decisions, including:

  • New, higher Federal income tax brackets
  • The increased standard deduction for 2026
  • Increased 2026 retirement contribution limits
  • New tax exemptions for tips and overtime
  • Working Families Savings Accounts offer a new savings option
  • Plus many more Federal tax updates for 2026!

If you have $500,000 or more, fill out the form to get your free guide today!

NOTE: Zacks Investment Management is not a tax advisor, and this guide is provided for general informational purposes only. Final IRS guidance on OBBBA provisions may further clarify or alter some interpretations. We strongly recommend consulting a qualified tax professional regarding your specific situation.

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