Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
7 New Social Security Bills in Congress Now
By Melanie WaddellLawmakers continue to float new fixes to the trust fund shortfall and the agency's staffing challenges.
June 04, 2026
After OBBBA, Some Wealthy Clients Have Estate Planning RegretsClients who rushed to give assets to children may be having second thoughts.
May 22, 2026
The Social Security Clock Is Ticking. Here's What Advisors Should Watch.NARSSA President Martha Shedden weighs in on Trump accounts, key bills and how advisors can prepare for possible cuts.
May 20, 2026
Debate: Should QCDs Be Allowed From 401(k)s?Under current rules, those distributions are available only if they are transferred from an IRA to a qualifying charity.
May 19, 2026
Lawmaker Casts Doubt on More SALT Tax Relief This YearRep. Mike Lawler, R-N.Y., suggested the idea was unrealistic.
May 19, 2026
PRO
New Bill Would Extend a Popular RMD Optimization Tool to 401(k)sThe Charity Parity Act would allow QCDs from workplace retirement plans. Ed Slott is skeptical.
May 14, 2026
Long-Stalled Crypto Bill Wins Key Senate Committee VoteThe Senate Banking Committee advanced the Clarity Act, which would establish the CFTC as crypto's primary regulator.
May 13, 2026
Debra Taylor: How OBBBA Is Making Advisors Rethink Tax PlanningThe law's many temporary provisions and income limits make multi-year planning a must, Carson's chief tax strategist says.