Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
House Passes Social Security Claiming Bill
By Melanie WaddellThe legislation updates language used by the Social Security Administration to describe when American workers can claim benefits.
November 26, 2025
These Subtle Tax Planning Moves Can Improve Client OutcomesAdvisors who integrate these considerations into client reviews can minimize tax exposure and strengthen wealth transfer strategies.
November 26, 2025
New Bill Eases Restrictions on Social Security Survivor's BenefitsOne provision of the SWIFT Act would eliminate the benefit cap for those whose deceased spouse claimed early.
November 25, 2025
New Bill Expands 529 Plans to Include Child Care CostsThe Early Education Savings Program Act allows account funds to be used at state-licensed facilities.
November 24, 2025
New Bill Allows Federal Taxes to Be Paid in BitcoinBitcoin transferred as a tax payment would not be subject to capital gains tax, said Rep. Warren Davidson.
November 20, 2025
How to Avoid a Missed RMD PenaltyLegislation has changed the distribution rules, so clients need to have a tax-smart plan in place.
November 18, 2025
Auto-IRA Bill to Be Reintroduced by Year-EndRichard Neal, a Democrat representing Massachusetts, floated a new version of the legislation early in 2024.
November 17, 2025
7 Steps to Help Clients Avoid Steep Health Premium Hikes in 2026A few extra dollars of income could cost certain clients thousands per year if enhanced ACA tax credits aren't renewed.