Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
What Trump’s Tax Policies Could Mean for Clients
By Roger WohlnerSeveral proposals could affect planning priorities for the near and long term.
February 12, 2025
Bill to End Taxes on Social Security Benefits Is BackThe Senior Citizens Tax Elimination Act would repeal the inclusion of Social Security benefits in gross income.
February 07, 2025
Joe Manchin, a Former U.S. Senator, Joins Athene's BoardThe West Virginia lawmaker fought the Labor Department effort to impose a fiduciary standard on retirement savings rollovers.
February 03, 2025
What’s Changed With Retirement Policy in Two Years of Secure 2.0?Join professors Robert Bloink and William H. Byrnes on Feb. 19 to get up to speed.
January 31, 2025
New Bill Would Revamp IRSThe legislation would make "common-sense fixes" to the agency, say Sens. Mike Crapo and Ron Wyden.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.
January 28, 2025
Expecting a Social Security Fairness Act Benefit Boost? Watch Out for Tax Traps.Bigger Social Security checks are an exciting prospect, but they could kick people into higher income brackets.
January 27, 2025
Social Security Fairness Act Benefit Increases Could Take a Year: SSABudget and staffing constraints will slow the implementation of the new law, the Social Security Administration says.