Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Ed Slott: Year-End Tax Planning Dos and Don'ts
By Melanie WaddellTake advantage of historically low tax rates to reduce your clients' IRA balances, the CPA and retirement expert says.
December 10, 2025
Ed Slott: Year-End Tax Planning Dos and Don'tsTake advantage of historically low tax rates to reduce your clients' IRA balances, the IRA and tax expert says.
December 08, 2025
Trump Tax Bill Was Overhyped; Stimulus Is Coming: ValliereTrump got inflation "totally wrong" and will take action to boost the economy before the midterms, the strategist predicts.
December 05, 2025
New Bill Could Help Employer Plans Pull in Roth IRA AssetsMany of the users of the new option could be participants in state auto-IRA programs, advocates say.
December 02, 2025
House Passes Social Security Claiming BillThe legislation updates language used by the Social Security Administration to describe when American workers can claim benefits.
December 02, 2025
Answers on Alts in 401(k)s, New Fiduciary Rule on Deck in 2026Imminent guidance on Trump accounts is also expected, says former retirement official Mark Iwry.
December 01, 2025
Bill to Allow Direct 401(k) Rollovers to Annuities Is BackThe act would streamline the complicated 402(f) notice, which requests a distribution from a 401(k) plan.
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.