3 stories from the week to January 4, 2026, in the order they matter to someone who pays the top rate.
December 31, 2025
Fidelity's year-end guidance walks through the tax moves that still matter for 2026, from Roth conversions and the new $6,000 senior deduction to RMD deadlines and charitable-giving limits.
Treasury's proposed regulations define which US-assembled vehicles and loans qualify and create new lender reporting, but the benefit fades above $100,000 of income, or $200,000 for joint filers.
Agemy Financial Strategies' 2026 planning guide pairs the tax law's new brackets with higher retirement contribution limits, asset location and concentrated-stock timing.
General information, not tax, legal or investment advice.