House Tax Package Could Allow for FSA-to-HSA Rollovers
By Allison BellThe Ways and Means proposal could also let clients roll cash from terminated HRAs into HSAs.
May 13, 2025
Citi to Sell Wealth Alternatives Platform to iCapitalThe platform represents more than 180 alternative investment funds that are distributed globally.
May 13, 2025
FINRA Rules Need 'Constant' Attention: CEO CookThe regulator plans to overhaul outdated rules and embrace "continuous" change, Robert Cook said at FINRA's annual conference.
May 12, 2025
House Tax Bill Calls for $30,000 SALT, Omits Millionaire TaxThe bill aims to cut taxes by over $4 trillion and trim spending by at least $1.5 trillion over a decade.
May 12, 2025
New Bill Lowers 401(k) Plan Participation Age to 18Supporters say Americans who enter the workforce after high school should be able to immediately save for retirement.
May 12, 2025
Ed Slott: New Tax Bill Draft Is 'Very Taxpayer Friendly'The GOP plan cuts taxes across income levels, but "something has to give" in terms of pay-fors, he says.
May 12, 2025
CFP Board Rolls Out AI-Powered Exam Prep ToolThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.
May 12, 2025
California Court OKs $80M Life Insurance Policy Lapse Notice SettlementA future state Supreme Court ruling could determine how much money other insurers will pay out.