New Bill Eliminates Cap on Social Security Payroll Taxes
By Melanie WaddellThe Medicare & Social Security Fair Share Act also increases the net investment income tax on income above $400,000.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 20, 2025
Annuity Provider Finds an Advisor-Client GapInvestors prioritize steady income and security as they plan to leave the workforce, Global Atlantic research finds.
May 20, 2025
Judge Rejects $40M Class-Action Settlement in Vanguard Target-Date Selloff CasePlaintiffs will get a better deal under an SEC settlement, the judge found.
May 20, 2025
Texas Stock Exchange CEO Sees State Muscling In on NYC, DelawareThe Dallas-based bourse project is backed by the likes of BlackRock, Schwab and Citadel Securites.
May 20, 2025
Trump Loses Patience With SALT Demands as Tax Bill Faces SnagSeveral SALT advocates plan to keep blocking Trump’s bill if the deduction isn't raised above $30,000.
May 20, 2025
Accredited Investor Standard Should Be Eliminated: SEC's PeirceThe move would give more investors access to private markets through "diversified, professionally managed funds," the commissioner says.
May 20, 2025
Schwab Debuts Program to Help Advisors Start Their Own RIAsSchwab Advisor ProDirect, opening in July, aims to help advisors go independent and grow their firms quickly.