7/6/2026 1:20:01 PM H&W Items on Treasury's 2026 Regulatory Agenda By Katie Amin On Friday, July 3, Treasury posted its regulatory agenda, which includes the following health and welfare-related provisions: Proposed...
7/2/2026 8:56:00 PM Gift Tax Filing Relief for Trump Accounts By Kim Boberg Elizabeth Dold Rosie Zaklad As the Trump account go-live date approaches, regulatory guidance is arriving on several fronts. On June 29, the IRS issued Revenue...
7/2/2026 4:56:11 PM Trump Accounts Launch Into State Street Index Fund By Elizabeth Dold With only a few days until launch, Treasury announced that all Trump Accounts will be defaulted into investing in the State Street SPDR...