Browsing: Financial Planning
We offers news and analysis for financial advisors and wealth managers, ranging from market news to retirement strategies, investing education
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, and changing economic conditions, managing…
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.
Bipartisan OPTIONS Act introduced April 2026 hints at the SECURE 3.0 framework. Inside the next retirement bill and what advisors should track.
OBBBA raised the federal estate exemption to $15M ($30M couple) in 2026. Inside the planning rewrite for HNW clients: gifting, GST, portability, and SALT.
SECURE 2.0’s Roth catch-up rule is enforceable in 2026. Earners above $150K must make catch-ups as Roth. What changes for plans, payroll, contributions.
OBBBA made TCJA brackets permanent, removing 2025 deadline pressure. Roth conversions still work in 2026 – the playbook needs a rewrite.
Bill Bengen now puts the historical safe withdrawal rate at 4.7%, with most retirees able to take 5.25-5.5%. Inside the 2026 retirement planning rewrite.