Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff policies and heightened stock market volatility, many Americans are worried about what political uncertainty may cost them. Heading into 2026, the political environment has become the top concern clients are raising with their advisor, according to a…
Greg Hinsdale | The Image Bank | Getty Images If you live in a high-tax state, you could see some relief from income and property levies for 2025 — thanks to a change enacted via President Donald Trump‘s “big beautiful bill.” The Republicans’ multitrillion-dollar legislation temporarily raised the limit for the federal deduction for state…
Yellow Dog Productions | The Image Bank | Getty Images If you plan to donate money on Giving Tuesday, you could score a tax break. But recent changes enacted via President Donald Trump‘s “big beautiful bill” could affect your savings, financial experts say. Some 36.1 million U.S. adults participated in Giving Tuesday for 2024, with…
mapodile | E+ | Getty Images LAS VEGAS — Millions of households have individual retirement accounts, and simple mistakes can be expensive, experts warn. One of the most common IRA errors is overlooking beneficiary designations, which dictate who receives the account after you die, according to Brandon Buckingham, vice president for the advanced planning group…
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual retirement accounts are complicated — and mistakes can be costly. Since 2020, certain inherited accounts are subject to the “10-year rule,” and heirs must empty the balance by the 10th year after the original account owner’s death. …
Prasit Photo | Moment | Getty Images Demand for exchange-traded funds is soaring as investors shift to lower-cost, tax-friendly options that are easier to buy and sell. But many people don’t know what they are purchasing, and mistakes could hurt their returns, financial experts say. The ETF market has surpassed $11 trillion, near a…
Drazen_ | E+ | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Over the next 25 years, more than $120 trillion in wealth will be passed down to inheritors,…
D3sign | Moment | Getty Images The IRS has unveiled the capital gains tax brackets for 2026, with higher earnings limits for the 0% rate. That could offer tax planning opportunities for many investors, financial experts say. The bigger limit is “pretty incredible, especially in years like this where the market’s been roaring,” said Tommy…
Pra-chid | Istock | Getty Images The IRS has announced new federal income tax brackets and standard deductions for 2026. In its announcement Thursday, the agency raised the income thresholds for each bracket, which apply to tax year 2026 for returns filed in 2027. The IRS also boosted figures for other provisions, including long-term capital gains…
Amid economic uncertainty, the best financial advisors can provide a steady hand to investors in any stage of life or with any level of wealth. Whether you’re early in your career or nearing your golden years, financial advisors can help you meet key milestones and address planning needs such as saving for retirement, investing a…
