Tax Items to Review in 2026
A breakdown of the essential tax updates you should review this year to ensure your strategy remains optimized.
The 2026 Mid-Year Check-In: Aligning Your Lifestyle with New Tax Realities
Here are some of the key tax items to focus on for 2026.
Trump Accounts (530A Accounts)
A Trump Account is a new tax-advantaged investment account created for a child (US citizens under age 18), that is launching on July 5, 2026. The account is fully in your child’s name, and you (parent/guardian) are the sole custodian until they turn 18.
Tax Filing Preparation Checklist
Preparing early for tax season can help reduce stress, minimize surprises, and create opportunities for proactive planning.
SECURE Act Updates & Retirement Rule Changes
Recent retirement plan changes continue to shape how you save, especially if you’re a high earner or approaching retirement.
Finalize Prior-Year Retirement Contributions
Timing and limits vary by account type, so it’s important to understand which windows remain open.