Trump Cautions GOP on Tax Hike for Rich, But He’s ‘OK’ With It
By Skylar WoodhouseTrump has floated a new 39.6% tax bracket for individuals earning at least $2.5 million.
May 08, 2025
HNW Families Need Advice on Wealth TransferIn an RBC Wealth survey, 65% of wealth "givers" and 94% of receivers said they wanted professional help.
May 08, 2025
What Tax-Free Social Security Benefits Would Really MeanPayments would increase in the short term, but the policy could accelerate insolvency or be challenged in court.
May 08, 2025
Ex-Schwab Advisor Claims Age and Sex DiscriminationThe advisor was forced to resign and replaced by a younger male counterpart, she says in a lawsuit.
May 07, 2025
Commerce Secretary Howard Lutnick Has an Annuity. Here's How to TellSome clients tell the IRS about their annuities with one form — and the whole world with another.
May 07, 2025
9 Services Ultra-Wealthy Clients WantA large share of the wealthiest investors have needs that advisors aren't meeting, a CEG report finds.
May 07, 2025
Life Insurance 'Will Not Be a Pay-For' for Tax Bill, Finseca Tells CongressA group for high-end wealth advisors is lobbying for stability in estate tax rules but not for repeal.
May 07, 2025
SALT Republicans Have to Accept ‘Unhappy’ Deal, GOP Chair WarnsThere will be a boost to the $10,000 cap on this deduction, but not as much as some states want.