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Legislative updates

Proposal Eliminating Cap on Rollover Amounts From 529 Plans to Roth IRAs Introduced

Senator Ted Cruz (R-TX), along with cosponsor Senator Lisa Blunt Rochester (D-DE), have introduced S. 5550, to eliminate the aggregate limitation on rollovers from a 529 program to a Roth IRA.
Defined benefit plan Defined contribution plan IRA IRS Legislative updates

ESOP Bill Passes House

The House of Representatives has passed S. 2403, the Retire through Ownership Act by a vote of 401-14.
Defined benefit plan Defined contribution plan Legislative updates