ABLE Act Passed, but Many Questions Remain
For states deciding whether to host or contract a qualified disability savings account program, there’s a lot to consider.
Top 10 Best-Funded State Pensions: 2015
Only two states have fully funded pension plans, according to Pew data.
Senate Panel Extends More Than 50 Tax Breaks
Sen. Orrin Hatch says the package includes widely supported tax provisions and “will provide some certainty in the tax code for the next two years.”
IRS, Treasury Close Alt Investment Tax Loophole
Sen. Ron Wyden applauds the move to "bring the hammer down on these basket options once and for all."
Democrats Float Bill for Free Community College
The bill, based on an Obama proposal, is intended to save students an average $3,800 in tuition and fees annually.
Tax Working Groups Submit Reports to Senate Finance
The Senate Finance Committee's five bipartisan tax writing working groups submitted their reports Wednesday to the committee’s leaders on ways to reform the tax code.
Baird Nabs $1B Ex-Wells Fargo Group
SIx advisors come on board in Wichita, Kansas, with nearly $5.5 million in yearly fees and commissions.
10 Worst States for Military Retirees: 2015
The average enlisted servicemember retires from military duty at 43, and many have trouble re-entering the work force.
8 Ways to Build Extreme Client Loyalty
These steps, large and small, will sustain long-lasting client relationships.
Senate Finance Passes 529 Reform Bill
The bipartisan bill modernizes the treatment of 529 plans in three ways.