Results for "legislation"

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Bunching can help qualify for pass-through

November 9, 2019

Bunching charitable contributions can help business owners qualify for the pass-through deduction. [More:​ Charitable donations fall as result of Republican tax law changes] The law created a tax deduction for owners of pass-through businesses...

Uncharitable giving

November 9, 2019

Charitable giving is undergoing a shift in the wake of the 2017 tax law, and could see yet more changes in the coming months and years as a result of legislation working its way through Congress. [More:​ Tax reform changed the way advisers...

SECURE Act 'frozen' by Trump impeachment inquiry

November 6, 2019

A retirement bill many financial advisers have been eyeing with interest is being held up by impeachment proceedings in Washington, as President Donald J. Trump confronts allegations he abused the power of his office in his dealings with Ukrainian...

Elizabeth Warren health care plan sparks outcry over 401(k) tax hike

November 4, 2019

Presidential hopeful Elizabeth Warren would partially fund her Medicare for All health care proposal — a key part of her campaign platform — through 401(k) savers, sparking a backlash from both industry trade groups and financial advisers....

National auto-IRA program would boost U.S. retirement savings

November 1, 2019

A federal auto-IRA program would significantly reduce the U.S. retirement savings shortfall, especially among young workers, according to a new study. Oregon was the first state to enact an auto-IRA program, in July 2017. The program, OregonSaves,...

Senators introduce bill to ease audit requirements for small brokerages

October 30, 2019

A bipartisan group of senators introduced legislation Wednesday that would ease annual audit requirements for small brokerages. The bill, the Small Business Audit Correction Act, would exempt small, privately held broker-dealers that do not...

An intelligent way to redefine an accredited investor

October 26, 2019

A bill to open up private placements to more Americans by changing the definition of what constitutes an accredited investor was introduced in the House two weeks ago. [More:​ Legislation re-introduced in House to expand pool of accredited...

FPA raises most campaign funds ever at single reception at annual conference

October 18, 2019

The Financial Planning Association reached new heights this week in raising money from its members for its political action committee, an accomplishment the organization hopes will bolster its ability to contribute to lawmakers' 2020 campaigns....

Bill requiring investor testing of SEC disclosures headed toward House approval

October 14, 2019

Legislation that would require the Securities and Exchange Commission to conduct investor testing of disclosures will come up for a vote later this week on the House floor, where it is likely to advance with mostly Democratic backing. The bill,...

Trump to outline new vision for Medicare

October 3, 2019

President Donald J. Trump will outline his vision for the future of Medicare this week, contrasting plans with Democrats in a speech promising to strengthen the program for the elderly and disabled. [More: A new twist on Medicare open enrollment]...

Mixing fiduciary and nonfiduciary standards can be counterproductive

October 3, 2019

In the wake of finalizing the Regulation Best Interest regulatory package, the SEC issued a series of informational videos for investors that purport to explain the differences between brokerage and advisory services. As is true of the regulatory...

House approves bill that would end mandatory arbitration in broker, adviser contracts

September 20, 2019

Advocates for prohibiting mandatory arbitration for investment disputes say House passage of arbitration legislation Friday gives the issue momentum even though the bill faces long odds of becoming law. The House approved the Forced Arbitration...

Warren's wealth tax could create compliance challenges

September 19, 2019

Senator Elizabeth Warren's campaign promise to fund social programs by making America's wealthiest pay a small percentage of their fortune every year could create a costly and difficult compliance system for both the taxpayers and the IRS. [More:...

Trump administration wants to kill California's auto-IRA program

September 18, 2019

The Trump administration is trying to upend California's auto-IRA program, CalSavers, with the intent of halting an initiative among other states that would force employers to offer employees workplace retirement savings plans. The U.S. Department...

Senator Ron Wyden suggests annual tax on assets of rich

September 12, 2019

Senator Ron Wyden unveiled his own wealth tax on Thursday, taking a slightly different approach to targeting the same nonwage income as proposals from Democratic presidential hopefuls Elizabeth Warren and Bernie Sanders. [More:​ Richest would...

401(k) court ruling could hurt retirement savers

September 7, 2019

A recent appeals court decision allowing Charles Schwab Corp. to force its employees to arbitrate disputes about the company's 401(k) plan could prove to be a negative development for 401(k) participants and their financial security in retirement....

Time is running out on opportunity zones — but there's limited choice

September 5, 2019

Time is running out to get the biggest tax break from opportunity zones, but there's one snag for financial advisers: They don't see a lot of compelling investment options for clients. "The deals haven't worked out to be that great," said Leon...

Retirement security advocates hope to attach SECURE to budget legislation in coming weeks

September 4, 2019

Backers of a major retirement-savings bill hope it will catch a ride on legislation that must pass this fall to keep the federal government open. In May, the House approved the Setting Every Community Up for Retirement Enhancement Act with overwhelming...

Headwinds to annuities in 401(k) plans persist

September 4, 2019

The uptake of annuities in 401(k) plans has been muted and slow. There are several reasons for this state of affairs, such as administrative and legal challenges, which have withstood the industry's push to change the status quo and many advisers'...

Independent contractor status for brokers and advisers safe in California

September 3, 2019

Brokers and advisers in California who work as independent contractors and are registered with a broker-dealer have sidestepped the fight over employment status currently playing out in the California statehouse. Assembly Bill 5, which writes...

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