6 stories from the week to April 5, 2026, in the order they matter to someone who pays the top rate.
April 3, 2026 at 5:01 AM PDT
House Bill 463, passed on the final day of Georgia's session, speeds rate cuts toward 3.99%, raises standard deductions and drops several credits, reshaping the math for high earners weighing a Southeast move.
Northwestern Mutual's 2026 Planning & Progress Study found the self-reported retirement number keeps climbing, and the gap is even wider for savers who hold most of their nest egg in pretax accounts.
New York's estate tax exemption does not phase out gradually. Cross 105% of it and the whole estate is taxed from dollar one, a design that can cost a family hundreds of thousands more than staying just under the line.
The IRS says a quarter of enrollees qualify for the $1,000 federal seed deposit, giving affluent families a new window to layer Trump Accounts with 529 plans and gifting strategies.
Republicans are debating a follow-up to last year's tax overhaul, with defense and border funding competing against Ways and Means for a seat in any new package.
A new Labor Department rule would shield plan sponsors who evaluate private equity, real estate and digital assets under a defined process, opening the door to more alternatives in workplace retirement plans.
General information, not tax, legal or investment advice.