This quick-reference fact sheet summarizes the most important IRA and retirement plan limits for 2026, including contribution amounts, catch-up provisions, income phase-outs, and key thresholds that affect planning and compliance. Updated to reflect the latest IRS cost-of-living adjustments and SECURE 2.0 enhancements, it provides a clear snapshot of rules that advisors, tax professionals, and plan administrators need at their fingertips. Designed for fast consultation and accuracy, this fact sheet supports confident decision-making, client conversations, and year-round reference.
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