2026 Annual Limits: A Handy Guide for Planning Professionals
RachelSeton_CFFP
CFFP Faculty & Instructors Posts: 338 
Did you know? The College for Financial Planning offers a handy resource to make annual limits easy to access and use.
The 2026 Annual Limits Quick-Reference Guide is a concise, faculty-curated document designed for students, alumni, and financial planning professionals. It provides the most up-to-date annual limits and key figures, helping you make informed planning decisions throughout the year.
You have options to access it:
- Free PDF copy – available online under the 2026 Annual Limits and Tech Support section.
- Laminated copy for purchase – perfect for your desk or office for quick access
Whether you’re reviewing client plans or keeping your own knowledge up to date, this guide is a simple way to stay on top of annual limits.
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