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IRS tax year 2026 inflation adjustments (IR-2025-103)
Establishes the official rates and bracket thresholds used in the illustration.
WealthPrime Tax Engine™ · References
Where the illustrative figures come from
The examples across this site — the homepage illustration, the calculator preview and the Detailed Strategy Report — are modeled on the published federal rate schedules for tax year 2026. This page names the exact references behind those figures so you can verify the rates and thresholds yourself. No new figures are calculated here.
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Tax Foundation's full 2026 federal rate table
Establishes a cross-check of every filing status used in the illustration.
How current the figures are
Tax year modeled: 2026. References last reviewed: October 4, 2026. When the IRS and Tax Foundation publish their next annual schedules, the modeled year and review date are updated together, so an illustration never mixes figures from two different tax years.
Both references open in a new tab. The rates and thresholds in any example on this site should be readable directly at those sources — if a figure ever disagrees with them, the sources win.
What these references do not cover
They establish the published rate schedules only. Illustrative dollar figures on this site — Example Tax Savings, contributions and long-term projections — combine those schedules with stated example assumptions, are labeled as illustrative, and are not personalized tax advice. Actual results depend on your circumstances, plan design and applicable tax rules.