What are Trump Accounts
On July 4, 2025, Donald Trump signed the One Big Beautiful Bill into law. This bill included ‘Trump Accounts’, which allows every U.S. citizen child born between January 1, 2025- December 31, 2028, to receive a one-time government contribution of $1,000.00 into an investment account.
Understanding Qualified Charitable Distributions (QCDs) from IRAs
Qualified Charitable Distributions (QCDs) offer retirees a powerful way to support charitable causes while keeping taxable income in check. By allowing individuals aged 70½ or older to donate directly from their IRAs to eligible nonprofits, QCDs combine philanthropy with smart tax planning strategies. This article explores how they work, who qualifies, and why they’ve become such a valuable tool in retirement strategy.
Disclosure: Wells Fargo Advisors Financial Network does not provide legal or tax advice
2026 Midyear Outlook: Keeping discipline in noisy markets
Wells Fargo Investment Institute looks at how artificial intelligence (AI) competition, infrastructure demand, and global uncertainty may be creating long-term investment opportunities — and why disciplined investing may help cut through short-term market noise.
2026 tax planning tables at-a-glance
Disclosure: Wells Fargo Advisors Financial Network does not provide legal or tax advice