2026 Contribution Limits & Other Changes

It’s surprising how quickly the year is coming to a close. With 2026 on the horizon, now is a great time for investors and retirement savers to stay informed about the updates that could influence their financial strategies. This includes changes to retirement plan and HSA contribution limits, gifting rules, and the latest Social Security and Medicare adjustments.

We’ve gathered the updated figures for you to keep within easy reach. And remember—you can always give us a call if you have questions. Wishing you a safe and happy holiday season!

Authored by Stephen Blahovec and Michael Rausch of North River Wealth Advisors.  We are an independent, fee-only financial planning and investment management firm located in Pittsburgh, PA servicing clients locally and across the country.  To learn more, contact us here.

This content is developed by North River Wealth Advisors from sources believed to be providing accurate information. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.