Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Senator Looks to Hold Hearing on Social Security Investment Fund
By Melanie WaddellSen. Cassidy's plan will "protect promised benefits, save the program, and can pass Congress," he tells ThinkAdvisor.
July 31, 2025
Democrats Assail Bessent on 'Privatizing' Social Security RemarkThe Treasury secretary is under fire for discussing "Trump accounts" as being a "backdoor for privatizing Social Security."
July 30, 2025
What OBBBA Means For Medicare Rules and PaymentsThe new legislation paused some rule changes and adjusted payment benchmarks.
July 28, 2025
Small-Business Owners Aren't Claiming 401(k) Startup Credits. What Gives?A new analysis shows only about 5.5% of “apparently eligible” firms claim the credit.
July 27, 2025
How Trump's Megabill Affects Qualified Business Income DeductionsTwo tax experts highlight key limitations around pass-through entities' 20% deduction for QBI.
July 25, 2025
Second Tax Bill Could Bring 'Rothification' of Retirement PlansThis may be a long-term benefit for investors but also serves Washington’s interests, legislative expert Jeff Bush says.
July 24, 2025
New Bill Allows Employer Contributions to ABLE AccountsThe legislation would permit tax-free contributions to special savings accounts for the disabled.
July 23, 2025
Tax and Spending Bill Expands Savings Options for ChildrenThe legislation creates Trump accounts for minors and boosts 529 education plan benefits.