The Labor Department’s proposed fiduciary rule has reached the White House’s Office of Management and Budget, and professionals who provide retirement advice are now awaiting the final version. Meanwhile, states are considering legislation to allow reserve calculations that could benefit
When President Barack Obama proposed eliminating a major tax advantage to 529 college savings plans last year, one of the primary reasons was to direct more tax breaks to middle-class families. The proposal was withdrawn after an outcry from parents
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