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Investing apps allow investors to trade securities and share those strategies with like-minded traders. Regulators may need to consider whether they're also providing investment advice.
Democratic bills in Congress would codify the Biden administration's proposal, but Republican support is lacking.
The proposals in Congress might not become law, but clients are hearing about them and want to hear from their advisers on planning moves they could make to be better prepared.
The devastating consequences of a default make it unlikely to happen, advisers say. Inflation is a bigger threat.
Republicans are upset about auto-IRA and other proposals in the $3.5 trillion budget reconciliation package. Will their ire carry over to SECURE 2.0?
A new study details the uncovered costs retirees face for those services as Congress considers expanding Medicare Part B to include such coverage.
The measures would require everyone in the country to receive a portable account at the time they are given a Social Security number.
While industry groups argue the programs will take business away from advisers, there are still ways to get involved in the retirement planning process.
The Ways and Means Committee approved $2.3 trillion in tax hikes to pay for the Biden administration's sweeping social and climate spending plan.
The House Ways and Means proposal does not include taxing unrealized capital gains on inherited assets and the hike it suggests in the capital gains tax rate is not nearly as big as some feared.
In an attempt to appeal to moderates, House Democrats have proposed a package of tax increases that would raise the top rate on capital gains from 20% to 25%, instead of the 39.6% that Biden proposed.
Two Democrats joined all Republicans on the panel in opposing the measure, which is designed to expand workplace retirement savings and would impose a tax on businesses that don't set up plans.
Under the legislation, which could become part of the $3.5 trillion budget bill working its way through Congress, employers that don't offer a retirement plan would have to establish an auto-IRA or 401(k) for their workers.
But Sen. Chris Van Hollen, D-Md., says it's too soon to tell whether his proposals will be adopted in the $3.5 trillion budget bill working its way through Congress.
The SECURE Act 2.0 builds on the success of the original SECURE Act signed into law in 2019 with several commonsense provisions to further help individuals save and invest for their retirement.
Lawmakers could decide to limit like-kind property exchanges as a way to pay for Biden administration spending priorities.
Lawmakers will wrestle with tax relief and increases for the wealthy as they put together a $3.5 trillion budget bill. SALT relief targets the $10,000 limit on the deduction for state and local taxes implemented under the 2017 tax reform.
The Investment Adviser Association isn't giving to the 147 legislators who voted to decertify presidential results. The Investment Company Institute has suspended donations for now. Other groups left the door open.
The effort, WA Cares, is the first of its kind in the US and could serve as a model for other states.
The provision, tucked inside a massive infrastructure bill, would require tax reporting for transactions similar to securities. The measure seeks to ensure that details about digital transactions — such as purchase price, gains and losses — are reported to the IRS.