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IRAs

3 articles

Should the 2026 Midterm Sweep Change Your Estate Plan?

Kiplinger

Whenever control of Congress shifts in Washington, wealthy families and financial advisers inevitably ask the same high-stakes question: Is it time to rewrite our financial playbook? With Democrats winning control…

How the Ultra-Rich Can Protect Mega-IRA Assets

Kiplinger

More than 32,000 Americans now hold $10 million or more in tax-advantaged accounts, with more than 1,000 holding balances above $25 million, according to Joint Committee on Taxation data .…