Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
CFP Board Releases Secure 2.0 Act Exam Guide
By John ManganaroKey parts of the law become effective in 2024 and will be included in subsequent CFP exams.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 26, 2023
Secure 2.0 Is Turning 1, and There Are More Changes to ComeA number of provisions go into effect in January to help balance saving with more immediate priorities.
December 25, 2023
Wall Street Wins Bid to Keep Non-Compete Clauses in New YorkNew York would have become the second most populous state to ban these clauses, joining California.
December 21, 2023
4 Big Retirement Savings Problems, and How to Fix ThemAmong the biggest hurdles in the U.S. system: A person's readiness is disproportionately affected by household income.
December 21, 2023
HSA Improvements Could Cost $58 Billion: CBOSimply letting Medicare enrollees contribute could cost as much as the historic structure preservation tax credit.
December 14, 2023
New Bill Would Permit Roth IRA to Roth 401(k) RolloversCurrent law prohibits workers from rolling Roth IRA savings into workplace-based Roth retirement plans.
December 12, 2023
House Votes 320-71 for Health Transparency BillRep. Cathy McMorris Rodgers' committee has just approved a package of other health bills.