Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
New Bill Eases Restrictions on Social Security Survivor's Benefits
By Melanie WaddellOne provision of the SWIFT Act would eliminate the benefit cap for those whose deceased spouse claimed early.
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.
November 17, 2025
Trump’s $2,000 Checks Would Need Congressional Vote: BessentTrump has talked about the checks as public frustration mounts over the cost of living.
November 13, 2025
How to Maximize the Tax Value of Charitable ContributionsLegislation this summer made many changes that will affect taxpayers planning to donate to charities in 2025 and beyond.
November 13, 2025
Bill Requires Hourly Wage Contribution to Workers' Retirement PlansThe Saving for the Future Act would obligate employers to provide 50 cents per hour to employees' accounts.
November 13, 2025
Record U.S. Government Shutdown Ends as Trump Signs Spending BillFederal workers are expected back on the job Thursday, but it could take weeks for operations to fully restart.