Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
It's Time for a New Approach to Roth Conversions: Sean Mullaney
By Janet LevauxThe CPA turned financial planner offers what he thinks is most critical regarding tax planning and retirement.
July 20, 2026
New Bill Expands Social Security Survivors' BenefitsThe Surviving Widow(er) Income Fair Treatment (SWIFT) Act loosens some benefit rules for widows, widowers and surviving divorced spouses.
July 15, 2026
New Bill Would Force Congress to Act on Social SecurityThe Promise Act would start "the process of preserving promised benefits," according to Sen. Bill Cassidy.
July 14, 2026
Social Security 2100 Act ReturnsThe revised bill eliminates the payroll tax wage cap, among other changes to the program.
July 13, 2026
New Bill Eliminates SALT Cap Marriage PenaltyThe legislation would double the deduction cap on state and local taxes for couples filing jointly.
July 08, 2026
New HUSTLE Act Creates Tax-Favored Accounts for College AthletesThe bill would create tax-advantaged accounts for name, image and likeness income that could be rolled to an IRA.
July 06, 2026
Debate: Do HSAs Address Healthcare Affordability Gaps?Many Republicans in Congress have advocated for expanding health savings accounts as a solution to the affordability issue.
July 06, 2026
New Bill Allows RIA Clients to Qualify as Accredited InvestorsIndustry trade groups applauded the Informed Investor Access Act.