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Nationwide 2026 Tax Planning Quick Reference Guide

Submitted by Clarus Wealth on February 23rd, 2026

Nationwide's 2026 Tax Planning Quick Reference Guide is attached. 

Tags:
  • 2026 tax rates
  • contribute to my HSA
  • SEP contribution limit 2026
  • Social Security adjustment

2026 Tax Reference Guide from Columbus Life Insurance Company

Submitted by Clarus Wealth on February 23rd, 2026

Columbus Life Insurance Company's 2026 Tax Reference Guide can be found here.

Tags:
  • 2026 Tax Guide
  • Columbus Life tax guide
  • IRA contribution limit 2026
  • tax brackets for 2026

Clarus Wealth Advisors Market Watch February 17, 2026

Submitted by Clarus Wealth on February 17th, 2026

Kevin Warsh is scheduled to take over as the Fed Chair on June 17th, and the markets are already pricing in a 49.2% chance of three or more rate cuts by year end. Read more in this week's Clarus Wealth Advisors' Market Watch.

Marketwatch 2.17.26.jpg

Tags:
  • 4th quarter earnings growth
  • Kevin Warsh
  • Q4 S&P 500
  • Walmart P/E
  • Will the Fed cut rates

Clarus Wealth Advisors Market Watch February 2, 2026

Submitted by Clarus Wealth on February 4th, 2026

Last week, the Trump administration announced Kevin Warsh as their choice for the Fed Chair. Meanwhile, we continue to await the Supreme Court's reciprocal tariffs ruling. Read more about these, and other factors that may be influencing the markets, in this week's Market Watch.

Tags:
  • February earnings
  • Fed chair Kevin Warsh
  • tech earnings report

2026 Fingertip Tax Guide

Submitted by Clarus Wealth on December 10th, 2025

John Hancock has provided its 2026 Fingertip Tax Guide, containing information regarding:

  • Ordinary income taxes;
  • Capital gains tax;
  • Alternative minimum tax exemption amounts;
  • Standard deductions;
  • Net investment income tax thresholds;
  • Medicare tax thresholds;
  • Social Security benefits;
  • FICA income limits;
  • Qualified plan limits;
  • SALT deduction;
  • Estate and gift taxes;

...and more.

Tags:
  • 2026 estate tax
  • 2026 Fingertip Tax Guide
  • 2026 gift tax exclusion
  • 2026 standard deduction
  • 2026 Tax Guide
  • Alternative minimum tax exemption
  • annual gift tax exclusion
  • capital gains tax
  • federal taxes for 2026
  • gift taxes 2026
  • NII Tax
  • Ordinary income taxes

FAQ: The One Big Beautiful Bill, Explained

Submitted by Clarus Wealth on December 10th, 2025

The Tax Foundation has created a website with Frequently Asked Questions about the One Big Beautiful Bill Act, as well as an interactive tax calculator tool to show how the OBBBA may impact you. Click here to be taken to the FAQ, or here to go straight to the tax calculator.

             

Tags:
  • 2026 standard deduction
  • How will the OBBBA impact me
  • Impact of OBBBA
  • OBBBA calculator
  • The One Big Beautiful Bill

Required Minimum Distributions

Submitted by Clarus Wealth on December 10th, 2025

This short video from Jackson provides a brief overview of Required Minimum Distributions (RMDs), who is required to take them, and how they are calculated.

 

 

Tags:
  • do I need to take an RMD
  • Required Minimum Distributions
  • what are Required Minimum Distributions
  • what are RMDs

2026 Catch-up Contributions for High-Earners

Submitted by Clarus Wealth on December 10th, 2025

As part of SECURE 2.0, the rules for catch-up contributions for certain employees who invest through employer-sponsored retirement plans are changing. This article from Charles Schwab explains catch-up contributions (including super catch-up contributions), who is allowed to make them (and for how much), and which participants' catch-up contributions will now be required to be made into Roth accounts. Click here to read the PDF version.

Tags:
  • 2026 catch-up
  • 401(k) catch up
  • Catch-up contributions
  • high income earners roth
  • Roth catch up contributions
  • Roth catch-up contributions

Colorado SecureSavings

Submitted by Clarus Wealth on December 10th, 2025

Colorado SecureSavings was created as a way to help encourage the state's private-sector workforce to save for retirement. Find out more information here.

Tags:
  • Colorado retirement plan
  • retirement plans at work
  • Retirement savings plan
  • SecureSavings

Clarus Wealth Advisors Market Watch October 13, 2025

Submitted by Clarus Wealth on October 13th, 2025

Read about what the odds of additional Fed rate cuts are, as well as how the discourse between President Trump and Xi could impact market volatility, in this week's Market Watch. 

Tags:
  • China tariffs
  • Fed policy
  • fed rate cuts
  • market volatility
  • rare earth export controls
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