Wealth Management News
OBBBA cut the value of charitable deductions for top earners in 2026. Why donor-advised funds and bunching now anchor wealth preservation for HNW clients.
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The CBO moved Social Security’s trust fund depletion to 2032. Six planning moves advisors should make with clients in their 50s and 60s today.
Investing Strategies
The CBO moved Social Security’s trust fund depletion to 2032. Six planning moves advisors should make with clients in their 50s and 60s today.
The IRS grace period ended in 2024. In 2026, a missed annual RMD on an inherited IRA carries a 25% penalty. What advisors should review now.
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,…