Rhode Island Eyes Tax on Rich to Counter Trump Policies
By Greg Ryan and Georgia HallA proposal for a 3% surtax on incomes of more than $640,000 is getting a closer look.
January 05, 2026
Before Tapping Retirement Accounts to Buy a Home, Consider ThisUsing a 401(k) or IRA for this purpose shouldn't be done lightly, Jeff Levine and Ed Slott say.
January 05, 2026
Debate: Should Medicare's Eligibility Age Be Raised to 67?The Republican Study Committee proposal more closely aligns with the eligibility rules governing Social Security claiming.
January 05, 2026
New Service Supports Estate Planning for Adults Without ChildrenChildfree Trust helps clients create estate documents and designate a professional fiduciary team to manage their affairs.
January 05, 2026
Oops! Vanguard Sends New Year's Email 5 Years Too LateThe asset manager soon corrected the error.
January 05, 2026
Are Passive Funds Getting Dangerous?As ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.
January 03, 2026
7 Things to Know About Irrevocable Life Insurance TrustsIf you know, you know. If not, you'd better learn.
January 02, 2026
What the New Roth Catch-Up Mandate Means for 2026 Tax PlanningHigh-income taxpayers could find that their taxes will jump because of a lost tax deduction.