Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
House Panel Advances 403(b) Parity Bill
By Melanie WaddellThe Rules Committee approved legislation to allow the retirement plans to invest in CITs.
October 20, 2026
Top 15 States for Federal Estate TaxesFor families in these places, the coming tax policy fights in Congress could mean something.
October 19, 2026
Senate Democrats Seek Universal Home Care Benefits ProposalsLawmakers are suggesting that the new system could get ideas from an existing public program.
October 19, 2026
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A Tax Bill Prediction and an Untapped IRA StrategyTax expert Sean Mullaney talks midterm elections, tax bill likelihood and year-end tax planning strategies for advisors.
October 09, 2026
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Industry Sounds Alarm on Inactive Retirement AccountsWith states' seizures of clients' savings and investments a growing problem, advisors are pushing for a federal standard.
October 08, 2026
7 Social Security Bills Brewing in CongressAs the midterm elections near, lawmakers have continued to float legislation to strengthen the retirement benefits program.
October 07, 2026
New Bill Removes Cap on 529-to-Roth IRA RolloversThe 529 Retirement Enhancement Act of 2026 eliminates the $35,000 lifetime limit.
October 05, 2026
New Bill Would Require 'Best Interest' Retirement AdviceThe Workers' Retirement Savings Protection Act is a response to courts striking down DOL's rules, says lawyer Brad Campbell.