With the passage of the One Big Beautiful Bill Act (OBBBA) in July 2025, the federal government established a new, federally sponsored investment account for children called “Trump Accounts.”
Only about 20% of U.S. workers have access to a pension, and just 7% contribute to an additional retirement plan alongside one. If you’re fortunate enough to have a pension, you have a tremendous opportunity to get ahead of not only your peers, but the workforce as a whole.
Switching jobs can be both exciting and nerve-racking. Along with the obvious stressors of starting somewhere new, there’s the less-obvious question of what this change means for your retirement accounts.
As a self-employed business owner, setting up the right retirement plan for your situation is crucial to lowering your annual tax bill today and securing your financial independence tomorrow.
If you are a worker aged 50 or older, a major rule change taking effect in 2026 could impact your retirement savings strategy. Understanding this upcoming change is crucial for high earners to ensure their financial plans remain on track.
