ABLE (Achieving a Better Life Experience) accounts are tax-advantaged accounts that enable Americans with significant disabilities to save or invest for the future without jeopardizing eligibility for public benefits. As of January 1, 2026, eligibility has expanded to include individuals whose disability began before age 46 (previously, the disability must have begun before age 26). […]
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Weekly Market Update: Dow Hits Record High
In this weekly market update, Wall Street responded to mixed economic data by closing higher last week. The Dow reached a record high, ending the week well above the 49,000 milestone, surpassing that mark for the first time in its history. Investors were not deterred by a rather lukewarm jobs report, as the S&P 500 […]
Read MoreIRS Issues Guidance on 530A (Trump) Accounts
In December 2025, the U.S. Treasury Department and the IRS released guidance (Notice 2025-68) on 530A accounts (also known as “Trump Accounts”), a type of tax-advantaged savings account for children created by the One Big Beautiful Bill Act. This guidance provides more details on how the accounts will work. Growth period A 530A account is […]
Read MoreWeekly Market Update: Markets Ease Early in 2026 Amid Inflation and Fed Uncertainty
Wall Street began 2026 in rather lackluster style, with each of the major benchmark indexes listed here closing the week lower, with the exception of the Global Dow. A brief tech rally last Friday wasn’t enough to prevent stocks from closing the week in the red. The common year-end rally, known as the “Santa Claus […]
Read MoreWeekly Market Update: Stocks Rebound as Inflation Cools and Economic Data Catches Up
The stock market declined for most of last week, only to rally last Thursday and Friday. The last two weeks have been “catch-up” periods for the economy with the release of a large influx of economic data following the 43-day government shutdown. While last week started with heavy selling, particularly in the tech sector, a […]
Read MoreTrump Accounts for Children: Key Rules and 2026 Details
On December 2, 2025, the IRS issued Notice 2025-68 to provide a general overview of how Trump Accounts will work, and to address initial questions about eligible investments, distributions, reporting, and coordination with the rules applicable to other types of Individual Retirement Accounts. Key Rules Trump Accounts may be established in 2026, using IRS Form […]
Read MoreThe Markets (as of market close December 12, 2025)
Wall Street experienced a mixed week highlighted by the Federal Reserve’s policy decision (see below) and a retreat from technology shares. Illustrative of the week’s volatility, the Dow and the S&P 500 reached record highs mid-week following the Fed’s latest rate cut, before retreating at the end of the week. Despite a negative close last […]
Read More20 Questions for Year-End Tax Planning
The One Big Beautiful Bill Act has added several wrinkles to tax planning. Here are some basic questions to get you started. (December 2025)© 2025 M.A. Co. All rights reserved.
Read MoreThe Markets (as of market close December 5, 2025)
The stock market was largely driven by mixed labor data and optimism over a possible interest rate cut following the Federal Reserve’s meeting next week. Each of the benchmark indexes listed here ended last week higher, with AI stocks playing a significant role. The NASDAQ and small caps of the Russell 2000 led the way, […]
Read More2026 Retirement Savings Limits Increase: What IRA and 401(k) Savers Need to Know
Many IRA and employer retirement plan limits are indexed for inflation, and several key numbers are rising again for 2026. Here’s a breakdown of what savers need to know. How Much Can You Save in an IRA? The maximum amount you can contribute to a traditional or Roth IRA in 2026 will increase to $7,500 […]
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