Wealth Management News
Stratos closed 11 firms ($4.8B) and Corient acquired a $7.8B Oklahoma RIA in one week. What the succession sprint signals for advisors planning their exits.
Financial planning insights
Mutual funds News
Private Banks News
The IRS set the 2026 401(k) limit at $24,500 and IRA at $7,500, with SECURE 2.0 Roth catch-up rules and a 2.8% Social Security COLA reshaping advisor year-end checklists.
Investing Strategies
The IRS set the 2026 401(k) limit at $24,500 and IRA at $7,500, with SECURE 2.0 Roth catch-up rules and a 2.8% Social Security COLA reshaping advisor year-end checklists.
IRS Notice 2026-13 rewrites the 402(f) rollover safe harbor for the first time since 2018, folding in SECURE 2.0 and OBBBA changes. What advisors must hand clients now.
Charter Communications’ $1.3B pension termination opens 2026 PRT wave. Milliman 100 funding hits 103.8% with $48.1B aggregate surplus across plans.
SECURE 2.0 Section 101 makes auto-enrollment mandatory for new 401(k) plans in 2026. Vanguard: 87% participation vs 52% without. Amendment deadline Dec 31.
SECURE 2.0’s super catch-up lets workers aged 60-63 contribute up to $11,250 extra in 2026. Here’s the eligibility checklist advisors need before year-end.
OBBBA raised SALT to $40,000 with a phaseout above $500K MAGI. The ACA subsidy cliff is back. What advisors must address with clients now.
Financial planning in 2026 is no longer optional—it’s essential. With rising living costs, evolving technology,…
OBBB expanded HSA eligibility on January 1, 2026. Bronze, catastrophic, and DPC plan members can now contribute. Inside the rules and the planning shift.
Medicare Part B hit $202.90 in 2026, eating one-third of COLA. How advisors can help clients avoid IRMAA surcharges via QCDs, Roth staging, and appeals.