Legislation

Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.

UHNW Client Services News

Senate Finance Bones Up for Brutal Budget Debates

By Allison Bell
IRA Rollover 'Tsunami' Worries Ex-DOL Official

September 16, 2024

IRA Rollover 'Tsunami' Worries Ex-DOL Official
New Bill Creates $25,000 Tax Deduction for Seniors

September 13, 2024

New Bill Creates $25,000 Tax Deduction for Seniors
New Bill Ends Tax on Social Security Benefits, but There's a Catch

September 10, 2024

New Bill Ends Tax on Social Security Benefits, but There's a Catch
New House Bill Could Create Roth-Like HSA Alternative

September 09, 2024

New House Bill Could Create Roth-Like HSA Alternative
Repealing DOL Fiduciary Rule Would Increase Investor Fees: CBO

September 06, 2024

Repealing DOL Fiduciary Rule Would Increase Investor Fees: CBO
Here's How Big Social Security Cuts Could Be Without Reforms

September 05, 2024

Here's How Big Social Security Cuts Could Be Without Reforms
Auto-Enrollment Alone Can't Fix Retirement Shortfalls: Research

August 29, 2024

Auto-Enrollment Alone Can't Fix Retirement Shortfalls: Research