Results for "legislation"

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Donald Trump's tax law could worsen pain of divorce according to new survey

February 15, 2018

President Donald Trump's tax law could make divorce an even more miserable experience, according to a new survey of the nation's top matrimonial attorneys. Almost two thirds of respondents said they expect divorce negotiations to become more...

New tax law could increase pension risk transfers

February 14, 2018

Pension risk transfers are poised to pick up this year as employers race to meet a tangential deadline imposed by the new tax law. A pension risk transfer allows employers to offload the risk associated with their defined-benefit plans to an...

Tax bill's implications for retirement planning

February 8, 2018

The Tax Cuts and Jobs Act, passed into law in late 2017 and mainly taking effect in 2018, will be transformative for many Americans and businesses. For the most part, tax laws relating to retirement plans and retirement planning were left alone,...

Why the new tax law amounts to a 'stealth' tax increase

February 7, 2018

The new tax law changes how the federal government adjusts certain measures in the tax code for inflation, which could cost advisers' clients substantially over the long term. The change also could signal how lawmakers will elect to treat certain...

Senate bill gives BDCs hope for increased leverage

February 2, 2018

Bipartisan support for the first Senate legislation to reform business development company rules is giving backers of the alternative investment hope for big changes ahead. In January, Sens. Dean Heller, R-Nev., and Joe Manchin, D-W.Va., introduced...

Edelman launches initiative to get D.C. to focus on retirement security

February 1, 2018

A prominent investment adviser and a Washington think tank are joining forces to try to get Congress to address policies that help people save for retirement and live comfortably in retirement. Ric Edelman, founder and executive chairman of...

As tax season gets underway, clients are looking ahead to how tax bill will affect 2018 returns

January 29, 2018

The federal tax overhaul put in place by Republicans has produced an unusual show of bipartisanship now that tax season is here: We are a nation united in befuddlement. It should come as no surprise then that tax preparers and financial advisers...

As Trump prepares for State of the Union, 50% of advisers approve of his job performance

January 29, 2018

President Donald J. Trump has more support among financial advisers than the overall public after a year in office. An InvestmentNews online survey of 745 readers conducted on Monday shows that 50.2% of financial advisers approve of the job...

How new leadership at DOL could address retirement rules

January 25, 2018

By all accounts, the administration of Donald J. Trump is slashing regulations across government. However, there are some exceptions to the rule, and a less ambitious deregulatory regime seems likely under new leadership at the Department of...

State fiduciary rules may be reckoning for life insurance industry

January 19, 2018

The life insurance industry escaped the jaws of the Department of Labor fiduciary rule only to come face to face with another beast: the states. New York's recent proposal to impose a best-interest standard on life-insurance sales — a higher...

State measures to prevent elder financial abuse gaining steam

January 18, 2018

States are increasingly wading into the fight to combat elder financial abuse, the top state securities regulator said Thursday. The North American Securities Administrators Association released a model rule two years ago that mandates that...

Tax reform creates opportunities for advisers

January 17, 2018

Wealth planning professionals could come out winners in the tax reform game. The new tax law doubles the estate and gift tax exemption amount, meaning fewer families will need extensive planning to avoid the tax. But that increased exemption...

Legislation would make it harder for investors to sue mutual funds over high fees

January 17, 2018

[Update: On Jan. 18, the House Financial Services Committee approved the Mutual Fund Litigation Reform Act, 31-25.] Legislation that would make it more difficult for investors to sue mutual fund companies for excessive fees was poised to advance...

Tax law's pass-through provision could harm 401(k) plans

January 5, 2018

The new tax law's provision on pass-through businesses is proving to be one of the most challenging to dissect, and it's one that some retirement pundits are eyeing with concern. Some industry groups, such as the American Retirement Association,...

New tax law favors charitable giving from IRAs

January 3, 2018

InvestmentNews has asked readers to submit their tax questions. Here are three new submissions. If you would like your tax questions answered, please write to assistant managing editor Chris Latham at clatham@investmentnews.com and reporter...

Send us your tax questions

December 21, 2017

Confused about the new tax bill? InvestmentNews wants to help. Send us your questions, and we'll ask experts to weigh in and then publish the answers. You may direct your queries to reporter Greg Iacurci at giacurci@investmentnews.com and assistant...

Tax plan: Everything financial advisers need to know about the final bill

December 18, 2017

After days of negotiations, Republican leaders aim to present a final tax bill to Congress for a vote this week, in hopes of getting it to the president's desk for signature by Christmas. The bill — the Tax Cuts and Jobs Act — reconciles...

Final tax bill gives pain, relief to financial advisers

December 18, 2017

A congressional agreement on sweeping tax-cut legislation reached late last week is causing consternation among some investment advisers because it will end tax deductions for advice. That is one ramification of a massive bill Republicans hope...

Tax update: Brady says sales tax deduction in final bill

December 14, 2017

Congressional leaders worked quickly to finalize compromise legislation for floor votes next week in an all-out effort to provide themselves and President Donald Trump with a major policy victory before the end of 2017. Here are the latest developments,...

House bill would allow electronic disclosure of retirement plan information

December 13, 2017

Bipartisan legislation allowing for electronic disclosure of retirement plan information was introduced Monday by Rep. Jared Polis, D-Colo. It was unveiled with 28 co-sponsors, including 15 Democrats and 13 Republicans. The proposed Receiving...

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