Trump Says Millionaire Tax Would Push Wealthy to Leave the U.S.

Published on April 24, 2025

A 40% tax rate on income over $1 million could generate some $400 billion in revenue over the next decade.

       
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For Most Americans, Going Broke in Retirement Is a Bigger Fear Than Death: Survey

April 23, 2025
Inflation, Social Security worries and a lack of savings stoke this fear, Allianz reports.      Related Stories401(k) Contribution Limits to Get $1,000 Boost in 2026: New EstimateWealth and Retirement Intersect at Las Vegas Event6 Reasons ‘Annuity' Is No Longer a Dirty Word

How Much AMT Do You Owe? Our 2025 AMT Calculator Can Help You Figure It Out

April 24, 2025
If you’ve ever heard the phrase alternative minimum tax — or AMT — and immediately felt confused, overwhelmed, or annoyed… you’re not alone.Here’s how most of our conversations about AMT go with new clients:“Wait — what? Why does this exist? Who designed this?!”Almost every client we talk to about AMT has the same reaction. It’s confusing, frustrating, and often totally unfamiliar. And to make it