Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
12 Filing-Season Tax Facts for 2024
By John ManganaroThese must-knows can help you answer clients' questions and get them organized.
February 06, 2024
Long-Awaited Secure 2.0 RMD Guidance, and More, Expected This YearClarity on a number of retirement provisions could come soon, former Treasury official J. Mark Iwry tells ThinkAdvisor.
February 05, 2024
What If We Ended 401(k) Tax Breaks to Save Social Security?Prominent researchers differ on whether this would be double taxation or a smart use of revenue.
February 02, 2024
Why Life Insurance Assets Might Still Be Safe From CongressCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
January 31, 2024
House Passes Tax Bill With 100% Bonus DepreciationThe bill also expands the Child Tax Credit as well as research and development expensing.
January 31, 2024
Repeal Income Tax on Social Security? What Retirement Experts Think of New BillIs the You Earned It, You Keep It Act realistic? Marcia Mantell, Michael Finke and others weigh in.
January 31, 2024
House GOP Mulls New Tax Bill on SALT DeductionThe bill could double the cap on the state and local tax deduction for couples, news reports said.
January 30, 2024
U.S. Faces 'Death Spiral' of Swelling Debt"Black Swan" author Nassim Nicholas Taleb says the deficit is reaching a point where the damage would take a miracle to reverse.