Washington Insights - Spring 2018

April 25, 2018 | Jon Vogler

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

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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.

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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.

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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.

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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 - 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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