SALT Talks Stall as GOP Mulls Limiting Tax Break to Middle Class
By Erik Wasson and Billy HouseAn income limit on the tax break is a nonstarter for at least one key lawmaker.
April 30, 2025
The 1% AUM Fee Is Fading: CerulliFinancial professionals must adapt their fee structures to cater to the next generation of clients, a study found.
April 30, 2025
12 Counties Where Americans Reaped Biggest Investment GainsCapital gains can be an indication of wealthy-investor hotspots, SmartAsset suggests.
April 30, 2025
How to Prevent an Inheritance Nightmare When Clients Own CryptoWithout proper planning, digital assets can be stolen or lost forever when the owner dies, attorney Michael Hackard warns.
April 29, 2025
Tax Court Judge Notices a Couple Keeping an AnnuityThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.
April 29, 2025
Workers Expecting to Live Longer Plan Accordingly. But There's a ProblemMany Americans underestimate how many years they're likely to spend in retirement, a TIAA Retirement Institute report finds.
April 29, 2025
Top 12 States for 529 Savings Plan Asset GrowthIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 29, 2025
Bessent Sets July 4 Goal for Tax Bill as Economic Worries MountPolling shows that voters largely disapprove of the White House's handling of the economy.