OBBBA
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Trump Accounts have launched: the $1,000 newborn deposit and how they work (2026)
Read more: Trump Accounts have launched: the $1,000 newborn deposit and how they work (2026)Trump Accounts opened on 4 July 2026. Eligible US children born 2025 to 2028 receive a $1,000 government deposit; families can add up to $5,000 a year into low-cost index funds, and a new IRS safe harbor keeps most family gifts free of gift-tax paperwork. Since 1 October 2026 every eligible child has an account…
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OBBBA in 2026: the SALT cap is now $40,000 and your 529 can pay $20,000 of K-12 tuition
Read more: OBBBA in 2026: the SALT cap is now $40,000 and your 529 can pay $20,000 of K-12 tuitionTwo OBBBA provisions took effect 1 January 2026 and are reshaping US tax planning for the 2026 return. The SALT deduction cap jumps from $10,000 to $40,000 for filers below $500,500 MAGI. The 529 K-12 limit doubles to $20,000 per student and now covers tutoring, books, and credential programs.
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Your 2027 Social Security check is 3.6% bigger. Your 2032 check might be 24% smaller. Both are true.
Read more: Your 2027 Social Security check is 3.6% bigger. Your 2032 check might be 24% smaller. Both are true.Your 2027 Social Security cost-of-living adjustment could be approximately 4%. Your 2032 Social Security check might be approximately 24% smaller if the Trust Fund depletes without congressional action. Both projections are real. We set out the data, the OBBBA acceleration, and the planning posture across three reader age cohorts.
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OBBBA permanently raised the federal estate exemption to $15M: US estate planning after the July 2025 law
Read more: OBBBA permanently raised the federal estate exemption to $15M: US estate planning after the July 2025 lawThe One Big Beautiful Bill Act (July 2025) permanently raised the US federal estate and gift tax exemption to $15 million per person, or $30 million per married couple, with no sunset. State estate tax in roughly 12 jurisdictions still bites. Here is what changed, who benefits most, and where planning work still matters in…
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