Professional press · cited in 3 of our stories.
Fidelity's second-quarter data shows seven-figure 401(k) accounts jumped from 645,000 to 769,000 as stocks rallied, leaving more savers with large pretax balances that will eventually be taxed.
UBS's Global Wealth Report 2026 found the US added more new dollar millionaires than any other country, a milestone that turns first-time wealth into first-time exposure to estate and capital gains tax.
Capgemini's World Wealth Report 2026 found the fastest wealth growth for high-net-worth individuals since 2018, driven by equities that many households have never trimmed for taxes.
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