2026 Tax Planning Guide
At Connect Wealth, we believe understanding your tax landscape is the first step to keeping more of what you earn and making informed financial decisions.
With 2026 approaching, staying current on tax rates, contribution limits, and key thresholds can help ensure your planning stays aligned with your long-term goals. From capital gains and IRA contributions to Social Security and Medicare considerations, the details matter.
That’s why we created our 2026 Tax Planning Guide.
Inside, you’ll find up-to-date details on:
- Tax filing, strategies, and reminders
- Key OBBA highlights for 2026
- Investments
- Family and education
- Charitable tax planning
- Retirement planning
- Gift and estate planning
- 2026 tax facts at a glance (your one-stop shop for the numbers that matter)
These numbers can be powerful tools, if you know how to use them. That’s where we come in.
At Connect Wealth, we pair experienced guidance with advanced planning and tax software to help clients understand how today’s tax rules connect to what matters most to them.
Use this guide as a practical starting point as you plan, invest, and move forward with confidence.
For Connect Wealth customers, we rely on a financial planning and tax software to ensure you can invest and plan with confidence. You can access a free version.