Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
‘Mini-Rothification’ of 401(k)s Could Be Added to Tax Bill
By Melanie WaddellRetirement industry lobbyist Brian Graff blasted a proposal to apply Roth treatment to all catch-up contributions.
November 07, 2017
‘Rothification’ of 401(k)s Likely in Senate Tax PlanTax and budget analysts give mixed reviews of the House bill, which is being amended.
November 07, 2017
What Now for Rothification? 401(k)s Are Safe for Now, but the Story Isn’t OverThe debate over the tax-preferred treatment of retirement plans shows that some lawmakers do favor limiting pretax contributions.
November 06, 2017
Republicans' Bold Tax Moves May Pay Off LaterThe author contends that a little change now could lead to bigger, better changes.
November 02, 2017
GOP Tax Reform Bill Unveiled: A First LookThe bill does contain a few twists especially with respect to popular itemized deductions and small-business taxation.
November 01, 2017
House GOP Delays Tax Bill Release Until ThursdayRelease of the House GOP tax bill that was scheduled for Wednesday has been moved to Thursday.
October 31, 2017
Godfather of Auto-Enrollment Defends Cutting 401(k) LimitsNobel laureate Richard Thaler has staked out an unpopular position on whether Congress should limit pretax contributions to 401(k)s as a part of tax reform.
October 30, 2017
Key GOP Senator Susan Collins Lays Out Her Demands for Tax BillShe says the outreach on tax issues has been better than the outreach on health care.