Results for "legislation"

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Elizabeth Warren declares war on private equity 'vampires'

July 18, 2019

Elizabeth Warren unveiled a policy proposal Thursday to slap new rules on private equity and "useless speculation" on Wall Street while rolling back President Donald J. Trump's deregulation of the financial industry. A centerpiece of her "economic...

Battle against SALT deduction reignited by lawsuit

July 17, 2019

New York, New Jersey and Connecticut are again suing President Donald J. Trump's administration over a provision in the 2017 tax law that limited write-offs for state and local taxes. The lawsuit filed Wednesday asks a court to stop recent Internal...

Democrats warn Trump not to index capital gains to inflation for tax purposes

July 15, 2019

Senate Democrats are warning the Trump administration not to take regulatory steps to index capital gains to inflation for tax purposes, asserting authority for such a change lies with Congress. In recent weeks, published reports have suggested...

The SECURE Act: Completing an unfinished masterpiece

July 12, 2019

Congress is considering legislation that could ensure dignified retirements for millions more Americans. The House of Representatives recently passed the Setting Every Community Up for Retirement Enhancement Act, which builds on the best elements...

Embracing the highs and lows of cannabis investing

July 9, 2019

When it comes to investing risks and opportunities, there is currently nothing quite like cannabis. While its recreational use is still illegal at the federal level, the momentum behind a push to regulate marijuana alongside alcohol is unmistakable....

Bernie Sanders to propose financial transactions tax to pay off student debt

June 24, 2019

Democratic presidential hopeful Bernie Sanders will propose canceling the nation's outstanding $1.6 trillion of student debt and offsetting the cost with a tax on Wall Street transactions. The Vermont senator will propose legislation Monday...

Repeal of SALT cap would be $40 billion windfall for millionaires, according to new data

June 24, 2019

More than half of the benefit of repealing the $10,000 deduction cap for state and local taxes would go to millionaires, according to Congress' nonpartisan tax scorekeeper. (More:​ SALT apocalypse predictions have not come true) Getting rid...

States losing battle over SALT cap deduction

June 13, 2019

New York, New Jersey and Connecticut have been fighting a new cap on state and local tax deductions ever since it was included in the 2017 Republican tax overhaul. They are losing. [More:​ Treasury deals final blow to states' SALT deduction...

IRA trusts could become an estate planning disaster

June 11, 2019

The new SECURE Act that was passed overwhelmingly by the House in a 417-3 vote on May 23 contains a provision to eliminate the stretch IRA and replace it with a 10-year payout for most non-spouse beneficiaries, including trusts. Stretch IRAs...

It's time to focus on supervision professionals' specialized needs

June 6, 2019

Many members of our industry tend to view supervision as part of compliance when, in fact, it is its own distinct function. The complex and time-consuming nature of regulation in our space means that these two crucial functions are carried out...

What you need to know about professional fiduciaries

June 3, 2019

Typically, individuals engage professional fiduciaries directly and voluntarily, but that isn't always the case. Guardians are court-appointed fiduciaries charged with serving the best interests of persons legally determined to need help caring...

Senate tries to put SECURE retirement bill on fast track

May 31, 2019

Legislation that would bring about the biggest reforms in retirement policy in more than a decade could be headed toward quick passage in the Senate. Shortly after the bill — the Setting Every Community Up for Retirement Enhancement Act —...

Retirement bill would allow tax-free financial planning

May 30, 2019

Recently introduced legislation includes tax incentives for financial planning related to retirement. The provision, contained in section 113 of the Retirement Security and Savings Act, would permit employees to use pre-tax dollars through employer-based...

How to replicate a stretch IRA

May 28, 2019

The end of the stretch IRA is nigh, and that's bad news for clients of financial advisers. The good news: There are ways for advisers to simulate the benefits of a stretch IRA. The term "stretch IRA" refers to an individual retirement account...

House passes SECURE retirement bill with massive bipartisan support

May 23, 2019

The House of Representatives passed a sweeping retirement bill Thursday that makes it easier for small businesses to offer a workplace retirement plan, eases use of annuities in 401(k)s and raises the required minimum distribution age, among...

Attempt to ban SALT weakened by strong data

May 23, 2019

It was always a long shot, but a quixotic lawsuit by four northeastern states to squelch the Trump tax law's cap on state and local tax deductions is being undermined by a repetitive drip of strong economic data. New York, Connecticut, Maryland...

Hopes high for bill to ease small-firm adviser regulations

May 21, 2019

Supporters of legislation that could ease regulations on small investment advisers hope that getting an earlier start in the new Congress will help get the measure over the finish line. Earlier this month, Rep. Michael San Nicolas, D-Guam, vice...

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

May 14, 2019

A bill that includes a provision to make it easier for companies to contribute to the retirement accounts of employees who are paying down student debt was reintroduced in the Senate this week. Among other changes, such as stepping up the age...

Building dialogue with lawmakers to advance women's careers

May 3, 2019

As our members know, the Financial Services Institute is firmly committed to championing the cause of helping more female professionals not only enter, but achieve lasting success within the financial advice industry. The formation of the House...

Congress should let innovation fuel lifetime income projections

April 30, 2019

It's great to see Congress and regulatory agencies taking an interest in promoting and encouraging greater access to lifetime income projections in 401(k)s and other retirement plans. That such projections should be mandated as a one-size-fits-all...

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