Legislation
Breaking news and analysis on the latest legislation and activities affecting financial services from Capitol Hill.
GOP Threatens Social Security, Medicare Cuts in Debt Ceiling Fight
By Melanie WaddellTheir tactics are politically risky, strategist Greg Valliere says.
January 24, 2023
How Secure 2.0 Is Shaping Advice to Clients: Advisors' AdviceThe new law is figuring into planning conversations in a variety of ways, advisors told us.
January 24, 2023
5 New York State Annuity Bills to WatchOne could double the state income tax exemption for payments from individual retirement annuities.
January 23, 2023
Debate: Should Non-Compete Agreements Be Banned?Our experts share their viewpoints on whether the FTC's proposed ban would be beneficial to companies and workers.
January 23, 2023
Longtime Health Agent Group CEO to Leave PostThe group now known as NABIP says that, at the end of the year, Janet Trautwein will "pursue other opportunities."
January 20, 2023
Wealthy Taxpayers Could Take a Hit in These 8 StatesMost of these proposals are aimed at the ultra-wealthy, but some could hit the upper middle class.
January 19, 2023
New Bill Would Raise Capital Gains Tax on Wealthy New YorkersThe new 7.5% tax could apply to single New York residents with a taxable income of over $400,000.
January 19, 2023
Are 529 Plan Rollovers the New Backdoor Roth?This Secure 2.0 provision intrigues advisors, but there's some fine print, warns Ian Berger of Ed Slott and Co.