Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to Stay
By John ManganaroThe 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.
February 03, 2025
What’s Changed With Retirement Policy in Two Years of Secure 2.0?Join professors Robert Bloink and William H. Byrnes on Feb. 19 to get up to speed.
January 31, 2025
New Bill Would Revamp IRSThe legislation would make "common-sense fixes" to the agency, say Sens. Mike Crapo and Ron Wyden.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.
January 28, 2025
Expecting a Social Security Fairness Act Benefit Boost? Watch Out for Tax Traps.Bigger Social Security checks are an exciting prospect, but they could kick people into higher income brackets.
January 27, 2025
Social Security Fairness Act Benefit Increases Could Take a Year: SSABudget and staffing constraints will slow the implementation of the new law, the Social Security Administration says.
January 24, 2025
10 House GOP Health Program and Tax Change IdeasIf implemented, they could affect where and how clients get their medical care.
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.