2026 Benefit Limits & Annual Amounts all in one Place

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There is a telltale sign that you are a true benefit nerd… you have printouts of the annual benefit plan limits tacked to the wall by your desk. I’m guilty of it myself. Last year I finally got tired of bouncing between multiple charts to track the retirement and health plan limits I regularly reference, so I created a single comprehensive chart and shared it here. To my surprise, many of you told me that you found it helpful as well. Since the chart ended up being useful to more than just me, I decided to update it again for this year.

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

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