2027 401(k) limit on track for $25,500
September's CPI completes the data the IRS uses. Its formula gives a 2027 401(k) limit of $25,500 and a catch-up of $8,500; the IRA limit is expected to stay at $7,500. The IRS has not confirmed them yet.
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New official numbers for retirement savers, the day they come out: IRS limits and brackets, Social Security, Medicare and inflation. Each entry links to the page with the full figures.
2027 tax brackets: what to expect
Bloomberg Tax projects a 3.2% inflation adjustment, which would put the standard deduction at $16,600 single and $33,200 married filing jointly. The IRS release is due in the coming weeks.
Inflation calculator now runs to September 2026
The BLS published September's CPI-U: 336.94. $1,000 in 2000 has the buying power of about $1,957 today.
Social Security COLA for 2027: 3.6%
The SSA announced a 3.6% cost-of-living adjustment for 2027 and a taxable maximum of $192,300. Our Social Security estimates use the 2027 benefit formula.
How this page works
An entry goes up only when an official source publishes a new figure: the IRS, the Social Security Administration, Medicare or the Bureau of Labor Statistics. Projections are labeled as projections, and the page they link to is updated at the same address once the official number is out.
Last reviewed by Asier Fernández, editor, on . Educational information only, not financial advice. How we calculate