Resources
Financial Planning Calculators
An investment calculator helps you estimate how your money can grow over time based on contributions, time horizon, and expected returns.
An RMD calculator estimates the minimum you must withdraw from your tax-deferred retirement accounts once you reach RMD age.
An inherited IRA calculator estimates required withdrawals and timelines for inherited retirement accounts based on current IRS rules.
Tax Planning
A Payroll Calculator helps you understand and break down your paycheck.
View this link to check the status of your Federal Refund.
View this link to make Federal tax payments.
View this link to check the status of your Wisconsin State Tax Refund.
View this link to make Wisconsin State tax payments.
This link is where you can go to make Wisconsin State tax payments.
2026 Federal Ordinary Income Tax Brackets
Tax Rates | Single | Married Filing Jointly | Head of Household | Married Filing Separately |
|---|---|---|---|---|
10% | $0 - $12,400 | $0 - $24,800 | $0 - $17,700 | $0 - $12,400 |
12% | $12,401 - $50,400 | $24,801 - $100,800 | $17,701 - $67,450 | $12,401 - $50,400 |
22% | $50,401 - $105,700 | $100,801 - $211,400 | $67,451 - $105,700 | $50,401- $105,700 |
24% | $105,701 - $201,775 | $211,401 - $403,550 | $105,701 - $201,750 | $105,701 - $201,775 |
32% | $201,776 - $256,225 | $403,551 - $512,450 | $201,751 - $256,200 | $201,776 - $256,225 |
35% | $256,226 - $640,600 | $512,451 - $768,700 | $256,201 - $640,600 | $256,226 - $384,350 |
37% | $640,601 or more | $768,701 or more | $640,601 or more | $384,351 or more |
2026 Federal Long Term Capital Gain Tax Brackets
Tax Rate | Single | Married Filing Joint | Head of Household | Married Filing Separately |
|---|---|---|---|---|
0% | $0 - $49,450 | $0 - $98,900 | $0 - $66,200 | $0 - $49,450 |
15% | $49,451 - $545,500 | $98,901 - $613,700 | $66,201 - 579,600 | $49,451 - $306,850 |
20% | $545,501 or more | $613,700 or more | $579,601 or more | $306,851 or more |
2026 Retirement Contribution Limits
Age | Roth IRA & Traditional IRA | Employer 401(k) / 403(b) / 457(b) |
|---|---|---|
Age 50 & Below | $7,500 | $24,500 |
Age 50 & Up (Catch-Up) | $8,600 | $32,500 |
Age 60 - 63 (Super Catch-Up) | $35,750 |
2026 IRA / Roth IRA Eligibility Income Limits
Filing Status | IRA Deductibility Income Phaseouts | Roth IRA Contribution Income Phaseouts |
|---|---|---|
Single / Head of Household | $81,000 - $91,000
| $153,000 - $168,000 |
Married Filing Jointly | $129,000 - $149,000 | $242,000 - $252,000 |
2026 Health Savings Accounts Contribution Limits
HSA Plan Type | Contribution Amounts |
|---|---|
Individual | $4,400 |
Family | $8,750 |
Catch-Up Provision (Age 55 +) | $1,000 |
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide legal or tax advice. This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IL, IN, MN, OH, PA, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Assets under management (AUM) data is as of 12/31/2025.*
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