4 stories from the week to August 16, 2026, in the order they matter to someone who pays the top rate.
August 12, 2026
Notice 2026-49 lays out optional sample forms and a five-step process for direct rollovers under SECURE 2.0, and signals future rules that could end mailing rollover checks to participants.
The one-time 5% levy on net worth above $1 billion reaches back to a January 2026 residency date, taxes former residents and trusts, and could struggle in court, the analysis argues.
The regulations explain how a business can fund children's Trump accounts as an employee benefit, and how nondiscrimination tests limit programs that favor owners and top earners.
Current and former staff sold stock in the company's third tender offer. How much they keep depends on holding periods, how the shares were acquired and, for many, California's treatment of gains.
General information, not tax, legal or investment advice.