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.

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Washington Insights - Winter 2018

Jan. 4, 2018 | Jon Vogler

In this edition of Washington Insights, we explore several retirement-related developments tied to the tax reform bill.

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Legislative Update - Fall 2017

Oct. 12, 2017 | Jon Vogler

Legislative activity on retirement-related issues was relatively light in Washington, D.C., over the last quarter, as Congress spent a good chunk of time away from Capitol Hill on summer recess.

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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.

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Legislative Update - Summer 2017

July 19, 2017 | Jon Vogler


Several bills that were introduced in the last session of Congress have reappeared in the current 115th Congress.

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Washington Insights - Summer 2017

June 29, 2017 | Jon Vogler

While the Department of Labor’s (DOL) fiduciary rule (aka the "conflict of interest" rule) went into partial effect on June 9, there is some uncertainty as to how much of the rest of the rule will survive.

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Estate planning? Stretch IRA is still an option - for now

May 15, 2017 | Thomas Rowley

Congress has considered for some time limiting the benefits of inherited IRAs — particularly the strategy called "stretching" the IRA.

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Partial Roth IRA conversions can be a sensible alternative

May 15, 2017 | Thomas Rowley

Lately, the attention paid to Roth IRA conversions has many investors asking themselves — and their advisors — if they should convert their Traditional IRAs. However, it may be wiser to consider how much to convert. People often think of a Roth IRA conversion as an all-or-nothing endeavor. In reality, you have the option to make a partial conversion instead of a full one, which can be a practical approach to limiting your conversion tax liability.

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Legislative Update - Spring 2017

April 11, 2017 | Jon Vogler


A large percentage of the retirement-related bills that have been introduced in this first calendar quarter of the new 115th Congress have to do with Social Security.

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