Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Bill to Allow Direct 401(k) Rollovers to Annuities Is Back
By Melanie WaddellThe act would streamline the complicated 402(f) notice, which requests a distribution from a 401(k) plan.
November 25, 2025
New Bill Expands 529 Plans to Include Child Care CostsThe Early Education Savings Program Act allows account funds to be used at state-licensed facilities.
November 24, 2025
New Bill Allows Federal Taxes to Be Paid in BitcoinBitcoin transferred as a tax payment would not be subject to capital gains tax, said Rep. Warren Davidson.
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.