AAII 2025–2026 Tax Guide: Key Tax Numbers for 2025 and 2026
An overview of the deductions, credits, income thresholds, retirement limits and other caps, exemptions and phaseouts that determine your tax bill.
Key 2025–2026 tax changes across deductions, credits, income thresholds, retirement plans, AMT rules, the SALT deduction cap, and estate and gift rules
Guidance on eligibility limits, phaseouts and inflation indexing for senior, education, child, medical and investment-income provisions
What taxpayers can deduct, contribute or exclude, plus how laws like the SECURE 2.0 Act and the OBBBA alter tax-planning strategies