Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Life and Annuity Products Pay for Themselves: Insurers
By Allison BellAnnuities alone may provide about $100 billion in Social Security savings "pay fors," an industry policy analysis found.
February 26, 2025
Tax Cut Chances Rise as House Passes Budget Targeting Safety NetThe blueprint is the first step in bypassing Senate Democrats on tax and spending legislation.
February 21, 2025
Senate Budget Vote Leaves Hurdles For Trump Tax Cuts, Debt LimitThe Senate voted 52 to 48 to adopt a budget that would permit $340 billion in new spending.
February 19, 2025
Trump Backs $4.5T Tax Cut in House GOP Budget PlanThe president wants to "kickstart" all Republican priorities at once, he says.
February 14, 2025
Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to StayThe 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.
February 12, 2025
AARP Makes the Republican Case for Adding a Caregiver Tax CreditGOP survey takers liked the idea almost as much as they liked eliminating taxes on Social Security benefits.
February 12, 2025
House GOP Takes First Step Toward Tax Cuts, Debt Limit IncreaseThe plan requires $1.5 trillion in cuts over a decade in programs like Medicaid and SNAP.
January 23, 2025
14 Tax Changes Republicans Could Make in 2025Lawmakers are floating options like repealing interest deductions for student loans, mortgages and muni bonds.