Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Backdoor Roth Lockdown Plan Is Back; Here's What Advisors Should Do Next: Ed Slott
By Melanie WaddellUnder the Democrats' revised plan, the backdoor Roth curbs wouldn't take effect until 2029.
November 02, 2021
Rep. Neal Vows to Fight On for IRA Changes, Secure Act 2.0In Build Back Better talks, lawmakers are "getting closer by the hour; we're still struggling over the SALT cap," he said.
November 02, 2021
How Super-Wealthy Americans Fare Under Biden's New Tax PlanHardest hit are those who make lots of money but have few legal options for sheltering it, like business owners.
October 29, 2021
Biden Plan Drops Retirement Changes, Leaves Backdoor Roths IntactMeanwhile, retirement trade group IRI is shifting its efforts toward the Secure Act 2.0, which raises the RMD age.
October 29, 2021
What Does a Short-Term Boost Do for Social Security? Plenty, Says a Top AnalystMany changes in the Social Security 2100 bill are short-lived but significant, Martha Shedden tells ThinkAdvisor.
October 28, 2021
Social Security Whiz Marcia Mantell Cheers Provisions for Widows, Caregivers in New BillRep. John Larson's new bill has added new, important measures that are much needed, says the retirement expert.
October 28, 2021
Wade Pfau: Pros and Cons of the Social Security 2100 BillFor one thing, the bill would lessen the harm of the Social Security tax torpedo, but it doesn't go far enough, he tells ThinkAdvisor.
October 28, 2021
Ed Slott: Why IRA Changes Aren't in Biden's New PlanSlott also tells ThinkAdvisor how he became an IRA whiz and why it's a mistake for advisors to avoid tax planning.