3 stories from the week to September 7, 2025, in the order they matter to someone who pays the top rate.
September 4, 2025 at 2:01 PM PDT
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.
A new alternatives program brings institutional-style private market funds to ultra-wealthy clients, along with the K-1s, state filings and tax drag that come with them.
Staff at the London fintech can sell shares at $1,381.06 apiece. For US-resident employees and investors, the payout raises questions about holding periods, the 3.8% surtax and foreign tax credits.
General information, not tax, legal or investment advice.