2026 brings significant changes to the tax code. Get our guide to learn about the key changes and how they could affect your tax planning and investments.
Get the facts on 10 key tax changes for 2026
The deadline for tax year 2025 is almost here. Whether you’re already done or still preparing your taxes, now you must also start planning for tax year 2026.
And in 2026, there are many new factors to consider, due to last year’s legislation that has significantly changed the tax landscape.
Our free guide, 10 Things to Know About Tax Planning in 20261, covers all the most consequential changes—from higher contribution limits to new deductions to more predictable exemption levels. This is an ideal resource to help you approach tax planning as part of your broader financial life—not just something to handle in a panic every April.
Get your guide today and be up to date on all the new rules, 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 to invest, request this 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.
Talk to a Zacks Wealth Advisor today.
1 Zacks Investment Management reserves the right to amend the terms or rescind the free 10 Things to Know About Tax Planning in 2026 guide offer at any time and for any reason at its discretion.
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