Maximizing HSAs: What the OBBB Act Has Changed
Cat Torres, from Sentinel Group, discusses how recent developments have introduced new opportunities for HSA eligibility.
Tag: Tax Policy
Recent Tax Bill Will Have ‘Material Effects’ On Social Security’s Financial Status
President Donald Trump’s key tax and spending legislation will result in a net increase of $168.6 billion in Social Security...
New York City Bar Committee Makes Recommendations to Strengthen Retirement Security
In a letter, the committee, comprised of legal professionals representing employee benefits stakeholders, expressed concern that legislative shifts aimed at...
Retirement Industry Responds to Passage of ‘Big Beautiful Bill’
Notably, the defined contribution retirement plan sector is relatively unchanged by President Donald Trump’s key legislation.
Massive Tax and Policy Bill Signed Into Law
President Trump signed the measure that preserves tax deferral for retirement savings, raises taxes on certain endowments, makes cuts to...
The Math Behind Why the Senate Tax Bill Seems Cheaper Than House Version
Even though both bills share many provisions, the estimates from the congressional Joint Committee on Taxation are based on different...
Senate GOP Releases Tax Plan, With Some Key Changes From House Version
The bill calls for raising the U.S. debt limit by $5 trillion, up from the House version increase of $4...
Investors Concerned About the Big, Beautiful Bill’s Section 899
Experts say the provision, which would raise taxes on the U.S. income of foreign businesses and individuals, is likely to...
What to Know About GOP’s Proposed ‘Trump Accounts’
Included in House Republicans’ policy package are investment accounts promoting financial security for American children.
Republican Tax Bill Expands 529s and HSAs, Limits Changes to Retirement
Although retirement policy is mostly untouched, the bill would repeal section 103(e) of the SECURE 2.0 Act of 2022, that...
ERISA Industry Committee Outlines Latest Employer Priorities
In its letter to Congress, ERIC urged lawmakers to ‘preserve and protect’ ERISA, maintain tax incentives in health and retirement...
American Benefits Council Advocates for Tax Preferences for Next 5 Years
In its policy guide, the national trade association emphasized the importance of protecting retirement and health plans under ERISA and...
2025’s Tax Sunset and DC Plans
The first article in this quarter’s PLANADVISER In-Depth series, which considers the state of retirement in the U.S., looks at...