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Project 2025’s planning apparatus has been funded largely by a small set of wealthy conservative family fortunes and by donor-advised funds routed through major financial firms, with reporting indicat...
Tax-exempt interest — including municipal bond income reported on Form 1040 line 2a — is added back to Adjusted Gross Income (AGI) when the Social Security Administration calculates the MAGI that trig...
The RMD formula remains: divide your prior-Dec‑31 account balance by an IRS life‑expectancy/distribution period factor from Publication 590‑B (Uniform Lifetime, Joint and Last Survivor, or Single Life...
The IRS finalized inherited-IRA rules after the SECURE Acts that generally force most non-spouse beneficiaries to empty inherited IRAs within 10 years rather than “stretch” over a lifetime; the agency...
Dark money — political spending by entities that do not disclose their donors — surged after Citizens United and is a major, growing force in U.S. elections: one analysis finds nearly $2 billion in da...
For most savers, 2025 is a pivotal year for Roth conversions because the RMD starting age moved to 73 and Congress’s 2025 tax changes (the “One Big Beautiful Bill” or similar packages) locked in lower...
The largest published analyses say Project 2025’s financial backbone is a mix of billionaire family networks, donor-advised funds at major financial firms, and hundreds of conservative nonprofits — wi...
The SECURE 2.0-era RMD changes raise the lifetime RMD start age to 73 for many in 2025 and eliminate RMDs from designated Roth accounts in workplace plans while the owner is alive — but Roth IRAs rema...
Selling every share of a stock before year-end does not automatically prevent a wash sale; the IRS disallows a loss if the same or a “substantially identical” security was acquired within 30 days befo...
Turning Point USA has received substantial funding from donor-advised funds and other “dark‑money” vehicles: Bradley Impact Fund gave $23.6 million to TPUSA from 2014–2023, DonorsTrust gave nearly $4 ...
Public disclosures reviewed in the provided analyses show , largely channeled through family foundations, donor-advised funds, and conservative nonprofits rather than as direct corporate line-item gif...
Advisors most commonly recommend using spouse‑friendly beneficiary designations, Roth conversions or naming a Roth as beneficiary, carefully drafted trust designations for control, and charitable opti...
The "2026 RMD life expectancy" refers not to a single number but to the distribution-period factors in the IRS life-expectancy tables used to compute required minimum distributions (RMDs) for 2026; mo...
The Uniform Lifetime Table (Table III) and the Joint Life and Last Survivor Table (Table II) are alternate IRS RMD tables that differ in whose life expectancy they reflect and when they apply; the Joi...
Delaying the first required minimum distribution (RMD) until the April 1 following the year a person reaches the RMD starting age causes two RMDs to fall in the same calendar year—the delayed first RM...
Turning Point USA (TPUSA) received sizable funding from named conservative foundations and donor-advised funds as well as large anonymous transfers routed through “dark money” vehicles; prominent, spe...
Dark money — political spending by groups that do not disclose their donors — surged in recent cycles, with one analysis finding nearly $2 billion of dark‑money spending in the 2024 election, roughly ...
DeSmog’s analysis finds foundations tied to six billionaire families — Bradley, Coors, Koch, Scaife, Seid and Uihlein — have given “over $122 million” since 2020 to groups connected to Project 2025, a...
Investigations and reporting have tied Turning Point USA (TPUSA) to substantial anonymous or “dark-money” funding channels — notably donor-advised funds (DAFs) and named “dark-money” foundations — but...
Taxpayers can blunt 2025 itemized-deduction phaseouts largely by managing MAGI — for many advisers the single most powerful lever — and by timing deductible items such as SALT, mortgage interest and c...