Legislative Update - Summer 2018

July 24, 2018 | Jon Vogler

The recently-introduced Commission on Retirement Security Act of 2018 (listed in the “Retirement reform” section below) would establish a federal commission to review private retirement benefit programs and report to Congress on how to improve private retirement security in the United States

Add to Briefcase

Washington Insights - Summer 2018

June 14, 2018 | Jon Vogler

The House Education and the Workforce’s Subcommittee on Health, Education, Labor and Pensions heard testimony on May 16 about four bipartisan bills that would simplify and modernize retirement plan access and administration.

Add to Briefcase

Washington Insights - Spring 2018

May 3, 2018 | Jon Vogler

In this edition of Washington Insights, we explore the uncertainty which reigns as the Fifth Circuit vacates the DOL fiduciary rule.

Add to Briefcase

Legislative Update - Spring 2018

April 19, 2018 | Jon Vogler

A number of the retirement-related bills recently introduced in Congress are wide-ranging in scope and include several different provisions to enhance retirement savings.

Add to Briefcase

Taking distributions from Roth IRAs

March 27, 2018 | Thomas Rowley

Before you take a Roth IRA distribution, it's important to understand the rules to avoid penalties. The major consideration is order of distribution.

Add to Briefcase

Eight ways money can make its way into a Roth IRA

March 27, 2018 | Thomas Rowley

A Roth IRA offers benefits and a wide choice of investment options. Let's take a look at eight ways you could potentially fund a Roth.

Add to Briefcase

Legislative Update: Winter 2018

Jan. 25, 2018 | Jon Vogler

2017 was not a particularly active year for retirement-related legislative initiatives — but a flurry of bills introduced late in the year holds out promise that the 115th Congress will offer up more retirement legislation for President Donald Trump’s signature in 2018.

Add to Briefcase

Washington Insights - Fall 2017

Sept. 26, 2017 | Jon Vogler

In our Spring 2017 edition of Washington Insights, we touched on tax reform as it relates to retirement. With the date of anticipated congressional action on tax reform drawing near and concern mounting over the future of existing retirement savings incentives, we revisit this important topic.

Add to Briefcase

Added to Briefcase