Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
January 17, 2024
Bill to 'Fast Track' Social Security Cuts Is Up for Debate This WeekCritics blast the Fiscal Commission Act as an attempt to "slash Social Security and Medicare behind closed doors."
January 16, 2024
New Tax Bill Includes 100% Bonus Depreciation"This is a big deal for small and medium-sized businesses," Jeff Bush of The Washington Update says.
January 12, 2024
CFP Board Releases Secure 2.0 Act Exam GuideKey parts of the law become effective in 2024 and will be included in subsequent CFP exams.
January 08, 2024
Spending Deal Would Keep Social Security Budget FlatTax legislation is also in the works and could be attached to a spending bill.
January 03, 2024
Which Party in Congress Topped the S&P in 2023?Four lawmakers made triple-digit gains, according to a stock and options data service.
January 03, 2024
Jamie Hopkins: 8 Big Retirement Lessons for 2024From contending with inflation to confronting greater longevity, retirees are grappling with a lot.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 26, 2023
Secure 2.0 Is Turning 1, and There Are More Changes to ComeA number of provisions go into effect in January to help balance saving with more immediate priorities.
December 25, 2023
Wall Street Wins Bid to Keep Non-Compete Clauses in New YorkNew York would have become the second most populous state to ban these clauses, joining California.
December 21, 2023
4 Big Retirement Savings Problems, and How to Fix ThemAmong the biggest hurdles in the U.S. system: A person's readiness is disproportionately affected by household income.