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Estate tax pretty much 'optional,' but GOP still trying to kill it

January 29, 2019

The estate tax isn't relevant to the vast majority of advisers, their clients or America at large. And estate planners say the tax is largely optional for the wealthy, since there are plenty of ways to dilute it greatly or avoid it outright....

401(k) plans boost company match due to tax reform, labor market

January 28, 2019

Tax savings that businesses have realized as a result of tax reform and the competitive labor market are leading employers to increase the amount of money they give employees in the form of a 401(k) match, according to retirement plan advisers...

Warren proposes tax on assets of wealthiest Americans

January 25, 2019

Democratic presidential hopeful Elizabeth Warren has proposed a wealth tax on Americans worth more than $50 million, a pitch aimed at satisfying the eagerness of progressive voters to confront income inequality. "The top 0.1% of American families...

Final pass-through rules deliver good and bad news for advisers

January 22, 2019

The Treasury Department's new package of rules around the pass-through tax deduction is good news for financial advisers whose clients own rental property or invest in mutual funds that hold real estate investment trusts, according to tax experts....

Fiduciary regulations continue to advance in states as SEC mulls national standard

January 18, 2019

A New York state lawmaker is optimistic about the chances this year for his fiduciary-disclosure bill, while a Maryland senator is poised to introduce a measure that would raise standards there. Adding to the mix is the Nevada Securities Division,...

Maxine Waters takes helm of House Financial Services Committee, makes diversity a priority

January 16, 2019

House Financial Services Committee chairwoman Maxine Waters, D-Calif., announced Wednesday she is creating the panel's first subcommittee on diversity and inclusion. The goal is to boost the number of women and minorities working in the financial...

New York City proposes its own auto-retirement program

January 14, 2019

New York City plans to launch its own retirement plan. In a speech last week, New York City Mayor Bill de Blasio proposed a number of new programs to combat income inequality. One idea is the Retirement Security Fund, a city-sponsored retirement...

Adviser advocates seek tax breaks for advisory fees, business revenue

January 9, 2019

Adviser advocates are playing a long game in trying to secure tax changes that would benefit investors and the advisers who serve them. Charles Schwab & Co. Inc. and the Investment Adviser Association are beginning the new Congress where they...

Adviser lobbying groups shake up donation levels to politicians

January 4, 2019

One of the best ways for trade associations representing financial advisers to open doors on Capitol Hill is by contributing to lawmakers' campaigns. Two lobbying groups in the advice industry ramped up political action committee spending during...

Shutdown likely to last past Christmas as wall fight drags on

December 24, 2018

The U.S. government shutdown has entered a third day. It's likely to last at least until late in the week, and maybe into January, as the White House and Democrats remain at an impasse over President Donald Trump's demand for billions of dollars...

Time runs out on bills to ease small broker audits, highlight regulatory impact on small advisers

December 20, 2018

As the clock ticks down on the lame-duck session of Congress, time has run out for legislation that would affect investment small brokers and investment advisers. Although a bill to prevent a partial shutdown of the federal government on Friday...

New bill links 401(k) matches to student loan payments

December 19, 2018

A bill introduced in the Senate would allow employers to pair workers' student loan payments with 401(k) savings. Ron Wyden, D-Ore., the ranking member on the Senate Finance Committee, sponsored legislation on Tuesday that would give plan sponsors...

Retirement savings legislation dies in lame-duck Congress

December 19, 2018

Legislation that would expand the number of company-sponsored retirement plans and increase the use of annuities within them will likely die on Thursday. Proponents of the bill, which was introduced after Thanksgiving, were hoping it would be...

Oregon will help other states launch own auto-IRA programs

December 17, 2018

Oregon, which recently launched a statewide program to ensure all private-sector workers have access to an employer-based retirement plan, will partner with other states that want to adopt a similar framework, with the aim of easing the launch...

Top 3 planning moves for advisers under new tax law

December 13, 2018

The 2017 tax overhaul has led financial advisers and other tax advisers to substantially restructure clients' financial plans, primarily in three areas: charitable giving, business structure and estate plans, according to a new survey. A poll...

Private-equity firms want SEC to loosen rules on business development companies

December 12, 2018

Apollo Global Management and Ares Management are among the private-equity titans that scored a victory earlier this year when they persuaded Congress to let lending companies they control ramp up risk. Now, as lawmakers engage in frantic negotiations...

3 big reasons to do a Roth conversion right now

December 10, 2018

Lower tax rates, a slumping stock market and the time of year offer pristine conditions for financial advisers to do a Roth conversion with clients. Roth conversions allow clients to convert all or a portion of their traditional, pretax individual...

Richard Neal: the new face driving retirement policy in Washington

December 6, 2018

Retirement policy will have a new face in Washington next year, and that could mean major changes to the 401(k) industry. Rep. Richard Neal, D-Mass., will become chairman of the House Ways and Means Committee when Democrats take control of the...

Tax law dilutes this important break after year-end

November 30, 2018

The 2017 tax law has made planning around medical expenses by the end of this year imperative for financial advisers. The law, which overhauled the tax code for individuals and corporations, made it easier for Americans to claim a deduction...

Congress tries to jam through retirement legislation by year-end

November 27, 2018

Congress is making one final push to get retirement legislation passed by the end of the year, with provisions promoting more 401(k) plan formation and greater use of annuities hanging in the balance. Kevin Brady, chairman of the House Ways...

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