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Trump to issue executive order to expand retirement savings rules for small businesses

August 31, 2018

President Donald J. Trump plans to issue an executive order Friday directing his administration to make it easier for small businesses to band together to set up retirement-savings plans. The order, to be signed in North Carolina ahead of the...

Nudging Congress toward Social Security reform

August 30, 2018

When leaders refuse to lead, it's time for the people to step in. That, essentially, is the mission of Funding Our Future, an alliance of organizations dedicated to making a secure retirement possible for all Americans. I was honored to serve...

Using Social Security to fund paid parental leave is not the way to go

August 29, 2018

Senator Marco Rubio has introduced a paid-leave bill that would allow parents to collect Social Security benefits following the arrival of a new child, even if those parents are not retired. The benefits would be used to finance time away from...

Here's what could happen to your taxes if Democrats regain control of Congress

August 23, 2018

Republicans thought the historic overhaul that slashed taxes would be one of their main campaign selling points ahead of November elections. Instead, Democrats are talking more about the law — and how they want to undo it. In their bid to...

Illinois governor proposes making Secure Choice retirement program optional for employers

August 16, 2018

Illinois Gov. Bruce Rauner issued an amendatory veto Tuesday making it optional for employers to participate in the state's Secure Choice program. There now are three possible actions. Legislators could approve the change, allow the technical...

8 ways to boost Social Security benefits

August 16, 2018

President Franklin D. Roosevelt signed the Social Security Act into law 83 years ago, on Aug. 14, 1935, creating the first nationwide safety net for American retirees. During a recent summer road trip, I visited Roosevelt's bucolic Hyde Park...

Where does the proposed indexing of capital gains leave retirement accounts?

August 1, 2018

There has been talk in Congress about indexing capital gains for inflation. This talk was largely under the radar until this week, when the story hit the front page of the New York Times. Its story says that the White House might try to make...

A new tax break for impact investing has arrived

July 30, 2018

Financial advisers have a new way to deliver impact investing to wealthy clients — one that comes with substantial tax benefits — courtesy of a fledgling federal tax law. The law created a way to invest in "qualified opportunity zones,"...

New GOP tax-cut framework would make individual cuts permanent

July 25, 2018

House Republicans unveiled a broad outline Tuesday for their next phase of tax code changes, which steered clear of correcting technical mistakes from last year's overhaul. The so-called Tax Reform 2.0 legislation was seen as a possible vehicle...

States sue over federal cap on tax deductions

July 17, 2018

Four Democratic-led Northeastern states sued the Trump administration to invalidate the new $10,000 cap on the federal tax deduction for state and local taxes. New York,​ New Jersey, Connecticut and Maryland claim the sweeping 2017 federal...

Bills to reform adviser regulation, increase sophisticated investors and protect seniors pass House

July 17, 2018

The House of Representatives gave overwhelming bipartisan approval Tuesday to legislation that included bills to reform investment adviser regulation, expand the pool of sophisticated investors and protect senior investors. The measures were...

Retirement savings proposals introduced in Senate, under discussion in the House

July 17, 2018

A bipartisan group of senators introduced a package of retirement savings bills Tuesday that includes making it easier for small employers to join pooled employer plans and giving employers incentives to use automatic enrollment and automatic...

Advisers applaud House bills to expand health savings accounts

July 16, 2018

Investment advisers applauded legislation recently passed by a House committee to expand health savings accounts, but the measures face a difficult road ahead. Last week, the House Ways and Means Committee approved a roster of bills designed...

803 small broker-dealers push for legislation to ease audits

July 13, 2018

Hundreds of small broker-dealers are urging lawmakers to support legislation that would ease their annual auditing costs. In a July 9 letter to House Financial Services Committee chairman Jeb Hensarling, R-Tex., and ranking member Maxine Waters,...

House panel approves bills to adjust regulations for small RIAs, protect senior investors

July 11, 2018

The House Financial Services Committee approved a bill Wednesday that could adjust regulations to better fit small investment advisory firms The panel also approved a measure that would require the Securities and Exchange Commission to establish...

Bill could ease regulatory burden on small investment advisory firms

July 10, 2018

Federal legislation poised for consideration by a House committee on Wednesday could reduce regulatory costs for smaller investment advisory firms. Under the bill, written by Rep. Gwen Moore, D-Wisc., the Securities and Exchange Commission would...

House introduces bill targeting elder financial abuse

July 10, 2018

The House Financial Services Committee will vote Wednesday on a bill to establish an interdivisional task force at the Securities and Exchange Commission to protect senior investors. Introduced by Rep. Josh Gottheimer, D-N.J., the National Senior...

Push to require Roth 401(k) savings over traditional plans may re-emerge

June 26, 2018

Retirement plan advisers who thought Washington had ditched the idea of requiring Roth 401(k) savings instead of traditional 401(k)s should think again. Those who closely follow retirement policy say senior legislators on Capitol Hill are again...

When your client dies, who gets their airline miles?

June 19, 2018

When your client dies, who owns the pictures on their Facebook page? Who has control of their electronic bill-payment sites or bitcoin account? Who is responsible for shutting down or memorializing social media sites? Digital rights ownership...

Pass-throughs versus C corporations under the new tax law

June 8, 2018

The new federal tax law has changed the calculus around the selection of business entities by financial advisers and their clients. Advisers trying to determine whether it's best to be a pass-through entity or a C corporation under the new regime...

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