Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
5 Ways Trump's Election Could Affect Life and Annuity Players
By Allison BellThe climate for rollover sales standards and federal estate taxes will change.
October 28, 2024
Musk Wants $2T Cut From the Budget. It'd Be DifficultIt would likely entail significant cuts to popular programs such as Social Security, Medicare, Medicaid and veterans' benefits.
October 25, 2024
Debate: Will Taxpayers Benefit From Medicare's New Prescription Payment Plan?The voluntary program allows those with Part D drug coverage to spread costs over the entire year.
October 24, 2024
New Bill Calls for Study of Medicare's Toll-Free LineA comprehensive study would be the first since the Government Accountability Office offered recommendations 15 years ago.
October 18, 2024
New Bill Lets First-Time Homebuyers Take More From IRAsIndividuals could withdraw $25,000 without penalty to purchase their first home, up from $10,000.
October 18, 2024
Clients Can Tap Their 401(k) After a Disaster. Here's What to Know.The Secure Act made significant changes with respect to disaster-related distributions from retirement accounts.
October 16, 2024
State Tax Ballot Measures to Watch in NovemberTax questions on income, property, capital gains and more are up for votes on Election Day.
October 11, 2024
Medicare Annual Enrollment Starts Tuesday. Will There Be Drama?Agents, brokers and clients are bracing for fewer plan options and stingier benefits in many markets.









