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Top Stories

15 hours ago
Image shows big iron gates marked "401K"
A proposed Department of Labor rule would allow some private equity investments inside retirement plans.

The DOL wants to open the gates to private equity in 401(k)s. Good idea?

A new Department of Labor proposal could broaden the types of investments available in workplace retirement plans.

March 23, 2026
Image shows the Texas and California state flags
A pair of advisors paid the price last week for illegal dealings with clients.

Advisors in Texas and California banned for fraud scams

Two advisors were penalized last week for scamming clients and advisory firms out of hundreds of thousands of dollars.

March 20, 2026

Charitable giving planning can strengthen advisor/client relationships

As investors increasingly seek advice that goes beyond portfolio construction and performance, new research highlights charitable-giving conversations as an under-realized aspect of financial planning.

More Stories

15 hours ago
Image shows big iron gates marked "401K"
A proposed Department of Labor rule would allow some private equity investments inside retirement plans.

The DOL wants to open the gates to private equity in 401(k)s. Good idea?

A new Department of Labor proposal could broaden the types of investments available in workplace retirement plans.

How to manage credit card debt in retirement

March 30, 2026

NEW YORK CITY— Retirement should be a time to sit back, relax and enjoy the fruits of your labor. But if an unexpected bill, emergency home repair or the cost of daily living has led you to rack up significant credit card debt, you might be wondering how to get your finances back on track. Take the time to record the money you have coming in through Social Security…

Reynolds signs temporary tax hike

March 28, 2026

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…

Gov. Kim Reynolds signs temporary tax hike to address Iowa Medicaid shortfall

March 28, 2026

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…

Reynolds signs temporary tax hike to address Iowa Medicaid shortfall

March 28, 2026

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…

Temporary tax hike to fill Iowa Medicaid gap heads to governor’s desk

March 28, 2026

DES MOINES— A temporary tax increase on some health insurers to help fill a Medicaid budget shortfall— a move Democrats and insurers say will ultimately raise health care costs for all Iowans— is headed to Iowa Gov. Republicans defended the bill as a necessary and limited tool to stabilize Medicaid services for vulnerable Iowans and to draw down additional…

Gov. Kim Reynolds signs health insurance premium tax increase into law

March 27, 2026

The Medicaid Forecasting Group found found the state health coverage program is expected to face a $90.6 million deficit in Fiscal Year 2026, and a deficit of $167.6 million in FY 2027.. It will also transfer almost $350 million from Iowa's Taxpayer Relief Fund to make up for revenue loss from tax cuts made at the federal level in the "One Big Beautiful Bill" act.

Gov. Reynolds signs temporary tax hike to address Iowa Medicaid shortfall

March 27, 2026

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…

Temporary tax hike to fill Medicaid gap heads to governor

March 25, 2026

DES MOINES— A temporary tax increase on some health insurers to help fill a Medicaid budget shortfall— a move Democrats and insurers say will ultimately raise health care costs for all Iowans— is headed to Iowa Gov. Republicans defended the bill as a necessary and limited tool to stabilize Medicaid services for vulnerable Iowans and to draw down additional…

Iowa Senate sends health insurer tax increase to governor’s desk

March 25, 2026

Kim Reynolds' desk as it passed the Iowa Senate on Tuesday. In addition, the bill would transfer almost $350 million from Iowa's Taxpayer Relief Fund to make up for state revenue loss due to tax cuts made through the "One Big Beautiful Bill" act. Republicans supporting the bill have argued these changes are needed both to provide Iowa sufficient funding to account…

Temporary tax hike to fill Iowa Medicaid gap heads to governor’s desk

March 25, 2026

DES MOINES— A temporary tax increase on some health insurers to help fill a Medicaid budget shortfall— a move Democrats and insurers say will ultimately raise health care costs for all Iowans— is headed to Iowa Gov. Republicans defended the bill as a necessary and limited tool to stabilize Medicaid services for vulnerable Iowans and to draw down additional…

Iowa Medicaid temporary tax plan draws sharp public opposition

March 25, 2026

What's being proposed: a temporary tax increase on health insurers and additional withdrawals from a state reserve fund to offset impacts on the state's budget from federal tax cuts contained in the Republicans' "One Big Beautiful Bill" Act. House Democrats requested Wednesday's public hearing to give the public more time to weigh in on the proposal after it…

EDITORIAL: Make responsible tax cuts, increases

March 24, 2026

Over the next few weeks, lawmakers will decide some weighty taxation issues: whether and how to revise the structure of Hawaii's income tax, increase the conveyance tax to fund the Department of Hawaiian Home Lands, end tax exemptions for real estate investment trusts, and about giving cruise ships a break on the transient accommodations tax.

Iowa House backs temporary tax hike to fill Medicaid gap

March 24, 2026

DES MOINES— A temporary tax increase on some health insurers advanced by Iowa lawmakers would ultimately raise health care costs for employers and families already struggling with rising premiums, insurance industry officials and business advocates warned, arguing the burden will be passed directly on to consumers. The Iowa House approved the proposal…

March 23, 2026
Image shows the Texas and California state flags
A pair of advisors paid the price last week for illegal dealings with clients.

Advisors in Texas and California banned for fraud scams

Two advisors were penalized last week for scamming clients and advisory firms out of hundreds of thousands of dollars.

House panel votes to raise certain taxes, transfer money to offset Medicaid shortfall

March 21, 2026

A bill advancing rapidly in the Iowa House would make a one-time tax increase on some health insurers and draw money from the Taxpayer Relief Fund to address the state's Medicaid shortfall. The bill would also include a $296.2 million transfer from the state's Taxpayer Relief Fund to account for state revenue declines caused by changes made through the…

Iowa House backs temporary tax hike to fill Medicaid gap

March 20, 2026

DES MOINES— A temporary tax increase on some health insurers advanced by Iowa lawmakers would ultimately raise health care costs for employers and families already struggling with rising premiums, insurance industry officials and business advocates warned, arguing the burden will be passed directly on to consumers. The Iowa House approved the proposal…

March 20, 2026

Charitable giving planning can strengthen advisor/client relationships

As investors increasingly seek advice that goes beyond portfolio construction and performance, new research highlights charitable-giving conversations as an under-realized aspect of financial planning.

Iowa Medicaid temporary tax plan draws sharp public opposition

March 20, 2026

What's being proposed: a temporary tax increase on health insurers and additional withdrawals from a state reserve fund to offset impacts on the state's budget from federal tax cuts contained in the Republicans' "One Big Beautiful Bill" Act. House Democrats requested Wednesday's public hearing to give the public more time to weigh in on the proposal after it…

March 20, 2026

New $6K deduction could provide tax planning window for retirees

Following the One Big Beautiful Bill Act, eligible retirees may face a lower tax bill in the coming years.

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