Key Financial Data
Download your 2-page financial data cheat sheet today.
What is Key Financial Data?
Key financial data refers to the most important annual tax, retirement, and financial planning numbers that individuals and business owners rely on throughout the year to make informed decisions. Our 2-page cheat sheet smashes it all together.
Get the Latest Data… The 2026 Edition Is Here!
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What’s Included in Key Financial Data?
- Tax rate schedules for single, married filing jointly, married filing separately, head of household, estates, and trusts
- Standard deduction amounts and additional deductions for those 65+ or blind
- Child tax credit amounts and AGI phaseout thresholds
- 0%, 15%, and 20% long-term capital gains and qualified dividend brackets by filing status
- 3.8% Net Investment Income Tax thresholds
- Alternative Minimum Tax (AMT) exemption amounts and phaseouts
- Unified estate, gift, and GST tax exclusions and maximum rates
- Annual gift tax exclusions, including gifts to non-citizen spouses
- Key thresholds for foreign nationals’ U.S. estate and gift taxation
- 401(k), 403(b), and 457(b) elective deferral limits and catch-up contributions
- SIMPLE plan contribution and catch-up limits
- Defined contribution and defined benefit plan limits
- Traditional and Roth IRA contribution limits, catch-ups, and income phaseouts
- Partial Uniform Lifetime Table for Required Minimum Distributions (RMDs)
- HSA contribution limits for individuals and families, deductibles, and out-of-pocket maximums
- Medicare Part A & B deductibles and income-based premium tiers
- Deductibility limits for qualified long-term care insurance premiums by age
- Maximum monthly benefit at full retirement age
- Earnings test thresholds before and during the year reaching FRA
- FICA and Medicare tax rates, wage bases, and self-employed equivalents
- American Opportunity and Lifetime Learning credit amounts and phaseouts
- Coverdell ESA and 529 plan distribution rules for K–12 and higher education
- Estimated tax payment dates
- Filing deadlines and extension dates
- Last-day reminders for IRA, HSA, and retirement plan contributions
2026 Sneak-Peak
The rotating numbers below are examples from the 2026 edition.
Why the 2026 Edition Matters
2026 is shaping up to be a year where planning ahead truly pays off.
With updated tax brackets, larger retirement contribution limits, and shifts to Social Security and Medicare thresholds, it is increasingly important to anchor your financial decisions in accurate, easy-to-access data.
Most individuals and businesses make dozens of decisions each year that tie directly into these numbers… yet few people know where to find them or which rules apply to their situation. That is exactly why this 2-page Key Financial Data sheet exists.
Instead of tracking down IRS notices, sorting through government updates, or searching the web for verified figures, you get everything in one streamlined resource. Clear. Current. Reliable. It is the planning tool you will reference again and again throughout the year.
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How Can it Help Individuals?
- Plan retirement contributions
- Manage capital gains
- Estimate taxes and adjust withholding
How Can it Help Business Owners?
- Structure compensation
- Set up or update retirement plans
- Plan bonuses and distributions
How Can it Help CPAs and HR?
- Provide accurate guidance to clients or employees
- Support year-round tax-aware financial planning
- Use as a standardized reference in meetings
What Makes Asset Strategy’s Financial Data Different?
Asset Strategy’s Key Financial Data guide is organized the way people actually plan, not the way the IRS publishes. Reading through the IRS website can be difficult, so we did the work for you. Every number has been vetted, formatted, and simplified so you don’t waste time deciphering tables or interpreting tax code language.
This information is more than a list of figures: it’s a tool crafted by professionals who advise individuals, businesses, and institutions every day. That expertise shows in the clarity, layout, and usability of the guide.
Asset Strategy’s version is meant to be both accessible and dependable, whether you print it for your desk, save it to your device, or reference it during meetings.
Important Notes From the Team
With so much complexity packed into just two pages, there may be nuances, exceptions, or regulatory updates that fall outside the scope of this summary.
For any major financial, tax, or investment decisions, it is strongly recommended that you speak directly with an Asset Strategy advisor who can review your specific situation and provide personalized guidance.
As always, feel free to reach out to our team at www.assetstrategy.com/contact.
Tips and Tricks
1) Use Command-F (Mac) or Control-F (Windows) to Search Instantly
Instead of scrolling through the PDF, use the built-in search function on your device to jump directly to the information you need.
- Mac users: Press Command + F
- Windows users: Press Control + F
Type keywords like “Roth,” “HSA,” “Estate,” “Tax Rate,” “Gift,” or “Catch-up.”
Your PDF viewer will highlight every place that term appears, saving time and helping you find even the smallest details quickly.
2) Bookmark the PDF on Your Desktop or Home Screen
Since you’ll likely reference these numbers multiple times throughout the year, save the file somewhere visible. Adding it to your desktop, downloads bar, or mobile home screen ensures it’s only one tap away.
3) Print a Hard Copy for Your Desk
Many users prefer keeping a printed version nearby for quick review during planning meetings, check-ins, or tax prep sessions. The layout is optimized to remain readable in both digital and printed formats.
4) Save a Copy to Your Cloud Storage
If you use Google Drive, iCloud, Dropbox, or OneDrive, upload a copy for access across all your devices. This is especially useful when referencing the guide on a phone or tablet during a client or employee meeting.
5) Pair It With Your Yearly Planning Calendar
Use the Key Financial Data sheet alongside your tax or financial planning calendar. The combination makes it easier to track contribution deadlines, estimated tax payments, and year-end planning opportunities.
6) Share It With Your Team or Family
Everyone benefits from understanding the rules that impact their planning. Forwarding a copy to employees, clients, or family members can help align decisions and reduce confusion around limits or requirements.
