3.5% Cola for Social Security implies—

Estate tax exemption might increase by $500k to $15.5MM. Gift tax exemption might increase by $500 or $600 to $19.5K.

Anyone know when 2027 numbers will be announced?

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Typically in October or November. 2026 adjustments were announced Oct 9, 2025; 2025 adjustments were announced October 22, 2024; and 2024 adjustments were announced November 9, 2023. So take your choice.

AJ

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