Nationwide 2026 Tax Planning Quick Reference Guide
Submitted by Clarus Wealth on February 23rd, 2026Nationwide's 2026 Tax Planning Quick Reference Guide is attached.
Nationwide's 2026 Tax Planning Quick Reference Guide is attached.
Columbus Life Insurance Company's 2026 Tax Reference Guide can be found here.
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.
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.
John Hancock has provided its 2026 Fingertip Tax Guide, containing information regarding:
...and more.
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.

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.
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.
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.
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.