Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
Secure 2.0 Adds RMD Flexibility for Surviving Spouses
By Roger WohlnerNew rules for the treatment of a deceased spouse's IRA offer some potentially beneficial planning options.
February 01, 2023
Be Ready for SEC's Proposed RIA Outsourcing RuleA proposed rule would impose new due diligence requirements on RIAs seeking certain third-party services.
January 31, 2023
Bill Could Help Clients With Breast Cancer Get Quick Medicare AccessThe version of the bill on the agenda is similar to care access bills introduced in previous congresses.
January 30, 2023
House Passes Financial Exploitation Prevention ActThe bill, introduced by Rep. Ann Wagner, is aimed at protecting older investors.
January 30, 2023
Ed Slott: 529-to-Roth IRA Rollover Is No Planning Panacea"I think advisors got the wrong idea" about this Secure 2.0 Act provision, Slott tells ThinkAdvisor.
January 27, 2023
5 New House Committee Chiefs for Advisors to WatchThese lawmakers have sway over issues like Social Security and Medicare reform and fiduciary rules.
January 26, 2023
A Crash Course in Social Security's Funding WoesTax increases and benefit formula adjustments could help, but legislative action is needed, and time is running out.
January 26, 2023
New Bill Would Guarantee Social Security Benefits in Debt Limit StandoffThe bill is a good first step but would be hard to enforce, senior advocate Mary Johnson says.