Tax & estate planning

33 stories this week 189 in all, from the Advisors desk.

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Tax & estate planning stories, page 5

Page 5 of 10

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Coastal 360 and Sovereign Financial use projections to show wealthy retirees they can spend

Oct 5

Prudential survey: only 14% of retirees and pre-retirees feel at ease spending savings

Oct 2

IRS guidance sets boundaries for 351 exchanges used in ETFs

Oct 2

Colorado voters choose between a 4.4% flat tax and an 8.4% top rate

Oct 2

Goldman Sachs retirement survey: 37% of respondents earning over $500,000 live paycheck to paycheck

Oct 2

SEC staff statement details Trump Account auto-enrollment and names BNY as trustee

Oct 1

SEC proposes exam route to accredited investor status

Oct 1

TIAA survey: 53% of adults fear outliving savings more than underspending

Oct 1

IRS plans guidance on trades used to harvest losses against ordinary income

Sep 30

Butler researchers pitch a flexible 3% rule as a 4% withdrawal alternative

Sep 30

A 0.5%-of-AGI charitable deduction floor takes effect in 2026, and bunching offsets it

Sep 30

California billionaire-tax measure goes to voters in November with legal risk unresolved

Sep 28

2025 SEP funding and two IRA corrections share an October 15 deadline

Sep 28

Lodging carries the per diem increase; meals stay put

Sep 25

Entity structure has become an exit decision, not a formation one

Sep 24

The 85-year-old's Roth conversion is a beneficiary question

Sep 24

The succession gap is a price nobody wrote down

Sep 24

Stevens's bill would add a claiming age advisors must price

Sep 23

The hospital question is the cheapest test of an aging book

Sep 23

The wealth transfer's 6% retention number is a segmentation problem

Sep 23

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Tax & estate planning

Tax & estate planning stories, page 5

Page 5 of 10

Coastal 360 and Sovereign Financial use projections to show wealthy retirees they can spend

Prudential survey: only 14% of retirees and pre-retirees feel at ease spending savings

IRS guidance sets boundaries for 351 exchanges used in ETFs

Colorado voters choose between a 4.4% flat tax and an 8.4% top rate

Goldman Sachs retirement survey: 37% of respondents earning over $500,000 live paycheck to paycheck

SEC staff statement details Trump Account auto-enrollment and names BNY as trustee

SEC proposes exam route to accredited investor status

TIAA survey: 53% of adults fear outliving savings more than underspending

IRS plans guidance on trades used to harvest losses against ordinary income

Butler researchers pitch a flexible 3% rule as a 4% withdrawal alternative

A 0.5%-of-AGI charitable deduction floor takes effect in 2026, and bunching offsets it

California billionaire-tax measure goes to voters in November with legal risk unresolved

2025 SEP funding and two IRA corrections share an October 15 deadline

Lodging carries the per diem increase; meals stay put

Entity structure has become an exit decision, not a formation one

The 85-year-old's Roth conversion is a beneficiary question

The succession gap is a price nobody wrote down

Stevens's bill would add a claiming age advisors must price

The hospital question is the cheapest test of an aging book

The wealth transfer's 6% retention number is a segmentation problem