Feeling Overwhelmed by All the Retirement Numbers?

If you’re like many women we work with in the North Texas area (Yes, we are here in McKinney 😀), you may be asking:

Am I missing an important tax rule?
Which Social Security numbers actually matter to me?
What changed this year—and what stayed the same?

Effective tax & retirement planning comes with a lot of numbers, and they’re scattered across IRS tables, Social Security guides, and financial articles that don’t always agree.

This cheat sheet brings the most important numbers together in one place—so you can find what you need, when you need it.

Who This Guide Is For

This free guide is especially helpful if you are:

Single by choice, divorced, or widowed
Within 10 years of retirement—or already retired
Managing your finances on your own
Tired of second-guessing important decisions

If that sounds like you, this was created with you in mind.

Get Your Copy Today!

What’s Inside the Cheat Sheet

Updated for 2026, this quick-reference guide includes:

Current tax brackets for single and married filers
The new $6,000 age-65+ bonus deduction
401(k), IRA, and Roth IRA contribution limits
Social Security income limits and taxation summary
Full Retirement Age chart
Required Minimum Distribution (RMD) tables
Estate and gift tax annual limits
And more key numbers you’ll use throughout the year

No jargon. No fluff. Just the information that matters.

Blake Wealth Management
201 W Virginia Street | Suite 102 | McKinney, TX | 75069
972.426.7237 | info@blakewealthmanagement.com

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3 Form CRS, RFG Advisory Form ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

When Planning for Retirement,

Make Every Year Count!

Get Your Copy Today!

Feeling Overwhelmed by All the Retirement Numbers?

Who This Guide Is For

Get Your Copy Today!

What’s Inside the Cheat Sheet