Professional press · cited in 6 of our stories.
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.
Fidelity's year-end account data shows average retirement balances rising by double digits, a milestone that also foreshadows larger required withdrawals — and tax bills — down the road.
Comment letters filed by February 20 ask Treasury to open Trump Accounts to competing IRA providers, fix a rollover glitch and confirm fees, shaping where a child's account will actually live.
A PGIM and SHOOK Research survey of 236 highly ranked advisors finds direct indexing and alternatives moving from niche to core in $5 million-plus portfolios, with taxes driving the shift.
A new Bank of America study finds affluent households increased total charitable giving by 30% since 2015 even as the share who donate anything fell from 91% to 81%.
Average 401(k) balances climbed to $137,800 in the second quarter, and the growing club of seven-figure accounts faces a larger question about taxes on the way out.
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