Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Ed Slott: 529-to-Roth IRA Rollover Is No Planning Panacea
By Melanie Waddell"I think advisors got the wrong idea" about this Secure 2.0 Act provision, Slott tells ThinkAdvisor.
January 26, 2023
New Bill Would Guarantee Social Security Benefits in Debt Limit StandoffThe bill is a good first step but would be hard to enforce, senior advocate Mary Johnson says.
January 25, 2023
GOP Threatens Social Security, Medicare Cuts in Debt Ceiling FightTheir tactics are politically risky, strategist Greg Valliere says.
January 24, 2023
Secure 2.0 Drafting Error Threatens Catch-Up ContributionsExperts like Ed Slott say a technical correction is likely.
January 24, 2023
Why 2023 Is a Good Time to Reduce Future Estate TaxesAsset prices are low and the estate and gift tax exemption is high, attorney Andrew Katzenberg tells ThinkAdvisor.
January 24, 2023
How Secure 2.0 Is Shaping Advice to Clients: Advisors' AdviceThe new law is figuring into planning conversations in a variety of ways, advisors told us.
January 24, 2023
5 New York State Annuity Bills to WatchOne could double the state income tax exemption for payments from individual retirement annuities.
January 23, 2023
Debate: Should Non-Compete Agreements Be Banned?Our experts share their viewpoints on whether the FTC's proposed ban would be beneficial to companies and workers.