The IRS Just Announced 2026 Tax Changes

It’s official, the IRS has released the full set of 2026 tax numbers, and the changes may impact more than just your next return. Scott walks through what’s actually changed and how it may impact you and your future. The real opportunity isn’t just knowing the numbers, it’s knowing how to use them. Listen in to see how these updates can create meaningful planning advantages heading into 2026 and beyond.

Here’s what we cover in this episode:

📋 2026 Overview: What the IRS finalized

📈 Contribution Limits: More room to save

🚫 IRA Phase-Outs: Income thresholds expanded

🧾 Standard Deduction: More income shielded

⬆️ Tax Brackets: Reducing bracket creep

🎯 Tax Efficiency: Smarter retirement planning

Your Guide:

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

Dive Into This Episode:

0:00 – Intro

1:32 – 2026 Contribution Limits

2:55 – IRA and Roth IRA Income Phase-Outs

6:39 – Standard Deduction Increases

10:32 – Retirement Planning and Tax Efficiency

12:39 – Scheduling Discovery Calls

Additional Resources:

💼 Want expert help in planning for your financial future? Apply for a consultation HERE

📞 Call us: 913-393-4724

📚🛠️ Check out Scott’s book, “Exceptional Retirement,” and Retirement Toolkit HERE

🎥 Subscribe to our YouTube channel for more retirement insights HERE

📰 Read our latest articles on Kiplinger HERE

📌 Follow us for expert retirement planning tips HERE

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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