REVEALED: 18 - The Real Truth

IRS Updates Gift Tax Exclusion Rules for Trump Account Contributions

Parents and other contributors now have more clarity on a key tax issue tied to the newly launched tax-advantaged accounts.

Kiplinger · Jul 7

SSA Just Launched the Trump Account Enrollment Process—What Parents and Grandparents Should Know

If you’re a parent or grandparent looking to jumpstart a child’s financial future, the Social Security Administration (SSA) has made it easier to enroll eligible...

Saving Advice · Jul 7

Trump Accounts Open With $1,000 Free Cash for Every Eligible Baby as Dow Storms Past 53,000 for First Time Ever

President Trump launched a savings scheme for American newborns, offering £749 ($1,000) in seed money, as the Dow Jones closed above 53,000 for the first time. Critics question its benefits.

International Business Times UK · Jul 7

Trump rings New York Stock Exchange bell to mark first trading day for ‘Trump accounts’

US president rings bell from White House and showcases initiative that gives children a $1,000 investment account

The Guardian - US · Jul 6

Tax Refund Warning as Millions Risk Losing COVID-Era Money They Never Knew They Were Owed

Millions of Americans have until 10 July to claim unclaimed IRS rebates due to a landmark court ruling. Missing this deadline means forfeiting potential refunds or penalty rollbacks.

International Business Times UK · Jul 6

Mexico's Finabien Card Emerges as Migrants' Shield Against U.S. Remittance Tax

A new 1% U.S. tax on cash remittances pushed Mexico to launch the Finabien card. See how it works, what it costs, and its real impact.

Latin Times · Jul 5

IRS Announces $15 Million Estate-Tax Exemption for 2026 and a $19,000 Annual Gift Exclusion—How to Plan Now

A new year often brings fresh tax rules, and 2026 delivers a few changes that could make estate planning a little less stressful for many families. The IRS has set the federal estate tax exemption at $15 million per individual and $30 million for married couples, while the annual gift…

The Free Financial Advisor · Jul 4

Saver’s Match Replaces Saver’s Credit in 2027—Eligible Workers Get a 50% Federal Match on the First $2,000

Retirement savings will look a little different starting in 2027, and for many workers, that change could bring a welcome boost. The long-running Saver’s Credit will step aside, making room for the new Saver’s Match, which sends a federal matching contribution directly into eligible retirement accounts instead of offering a…

The Free Financial Advisor · Jul 4

6 Ways 403(b) Catch-Up Rules Can Affect Teachers Near Retirement

If you’re a teacher in your late 50s or early 60s, you’ve probably spent decades pouring energy into your students while your own retirement savings...

Saving Advice · Jul 3

Short Circuit: An inexhaustive weekly compendium of rulings from the federal courts of appeal

Soccer hooligans, sticky fingers at the FBI, and juries for the HHS.

Reason · Jul 3