Retirement and Tax Numbers We Keep Current

Updated August 7, 2026. Quick answer: this page is the public face of the register we keep behind every figure on this site — 123 numbers, each with the year it applies to, a plain statement of what makes it move, and its own anchor so a single figure can be cited directly. It is generated from that register rather than typed, which means it cannot quietly disagree with the pages that use these numbers: the build fails if a tracked figure is missing from this page. 6 figures for 2027 are already published and are shown with that year. Nothing here is for sale.

How to read this page

Three things make this different from the annual round-ups that appear every January.

• Every figure carries its year. A year-less tax number is the single most common error in this category, and it is why figures from three years ago are still circulating as current.
• Every figure says what moves it — an IRS inflation adjustment, an SSA determination, an act of Congress, or a vendor changing its price. That column is more useful than the number, because it tells you when to stop trusting what you are reading.
• Statutory figures are marked as statutory. Several here have not moved in decades and will not move next January however many round-ups say “2027 limits”.

Where a figure varies by state, this page carries the tracked ones and points at the full crosses: state estate tax, LLC annual reports, small-estate limits.

Contributions and account limits (10)

What you may put in, and the catch-ups. These move on the IRS’s annual inflation cycle, announced in the autumn for the following year.

Social Security (8)

Set by the Social Security Administration’s annual cost-of-living determination, which has landed in late October or early November in each of the two years we have observed.