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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Washington Insights - Spring 2017

March 23, 2017 | Jon Vogler

The time may be near for comprehensive US tax reform.

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Eight ways money can make its way into a Roth IRA

March 7, 2017 | 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.

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Taking distributions from Roth IRAs

March 7, 2017 | 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.

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Legislative Update: Winter 2017

Jan. 24, 2017 | Jon Vogler

A new Congress typically offers hope that constructive retirement-related bills will be submitted (or resubmitted).

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Washington Insights - Winter 2017

Jan. 9, 2017 | Jon Vogler

In this edition of Washington Insights, we explore five trends on the retirement front that may have implications for the year ahead.

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Legislative Update - Fall 2016

Oct. 10, 2016 | Jon Vogler

Several retirement-related bills were introduced in Congress during the third quarter; they are outlined in this edition of Legislative Update.

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Washington Insights - Fall 2016

Sept. 26, 2016 | Jon Vogler

On August 17, 2006, President George W. Bush signed into law the Pension Protection Act of 2006 (PPA), with the goal of ensuring greater retirement security for American workers.

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Section 408(b)(2): A Summary

Aug. 30, 2016 | Jon Vogler

In February 2012, the US Department of Labor (DOL) released the long-awaited final disclosure requirements under ERISA Section 408(b)(2).

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Legislative Update - Summer 2016

July 22, 2016 | Jon Vogler

Among retirement-related bills introduced in the past few months, two concerning distributions are particularly noteworthy.

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