Life/Health Weekender

Apr 19, 2025

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Life/Health Weekender

News

Ed Slott: What to Expect From GOP Tax Bill

By Melanie Waddell

It's clear the 2017 tax cuts will be extended and possibly modified, the IRA expert says.

Expert Opinion

Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?

By Robert Bloink and William H. Byrnes

The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?

Analysis

Annuity Issuers Look Stronger Than the Ground They're On

By Allison Bell

S&P says insurers can handle volatility, but bond market watchers wonder about the flight from U.S. assets.

Analysis

Paul Atkins Takes Helm of a Very Different SEC

By Melanie Waddell

The new chair must grapple with turbulent markets, tariffs, DOGE on site and a slimmed-down agency.

News

T. Rowe Price Rolls Out Social Security Analyzer for Advisors

By John Manganaro

The tool allows financial professionals to provide side-by-side comparisons among various claiming strategies.

News

Trump Signs Bill Blocking IRS Crypto Tax Rule

By Stephanie Lai

The rule aimed to force some exchanges to provide tax information on transactions conducted on their platforms.

Resources

Tips for the Talk: Conversations Around Philanthropy

Sponsored by: Foundation Source

Get tips and suggestions to engage in productive conversations with your clients about philanthropy.

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