Tax and Spending Bill Delivers Estate Tax Gift to UHNW Clients

Published on August 24, 2025

Wealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.

       
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Debate: Should Itemized Deductions Be Capped for the Wealthy?

August 24, 2025
Starting in 2026 deductions will be reduced for those in the 37% tax bracket.      Related StoriesUnder Trump's New Tax Law, Here's What to Know About SALT Cap Workarounds10 Medicare Truths That Can Trip Up Clients, Advisors4 Issues Hurting Mobile Comms Compliance

Father of 4% Rule Shares 8 Steps to Finding the Right Retirement Spending Rate

August 25, 2025
Today's retirees can safely withdraw far more than 4% of their assets each year, Bill Bengen tells ThinkAdvisor.