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The latest from Washington, D.C., impacting the insurance and financial services industries.

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December 15, 2024

2025: Taxing decisions due

Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?

December 13, 2024
Image of Donald Trump against a backdrop of the U.S. Capitol dome, with health icons superimposed. Health-care-and-Trump-2-Disruption-ahead.

Health care and Trump 2.0: Disruption ahead

There is no precedent to what the U.S. could see in health care under a second Trump presidency, a health care policy analyst said.

December 12, 2024
Illustration of a drawing of the U.S. Capitol Building surrounded by prescription pills. How-will-public-policy-impact-health-benefits.

How will public policy impact health benefits?

Public policy has a great deal of influence on health benefits, and a panel of experts looked into what the future could bring.

December 4, 2024
Illustration of the U.S. Capitol Building with the large word "TAX" across the dome. New-Congress-will-focus-on-tax-reform.

NAIFA looks at how new Congress may focus on tax reform

The Nov. 5 election is now history, and the nation and the financial services industry is looking ahead to see what a new administration and a new Congress will do after taking office in January.

December 3, 2024
Image of Donald Trump against a background of financial charts and graphs. Financial-sector-under-new-Trump-administration-taking-shape.
The financial sector under the incoming Trump administration is taking shape.

Financial sector under new Trump administration taking shape

The Trump administration’s plans for the financial services sector are taking shape key appointments are being announced.

November 26, 2024
Photo illustration of two persons in a handshake. Some-health-care,-retirement-policies-have-bipartisan-support-going-into-2025.

Some health care, retirement policies have bipartisan support going into 2025

Health care affordability and corrections to SECURE 2.0 are issues that have support from both parties.

November 25, 2024
Image of Donald Trump with a $100 bill, with the words "Affordable Care Act" overlaying the image. Medicaid-ACA-most-likely-to-be-impacted-by-new-administration.

Medicaid, ACA most likely to be impacted in Trump administration, panel says

Medicaid and the Affordable Care Act are two health care issues most likely to be impacted in the new administration.

November 20, 2024
Marc Rowan, Apollo Global Management CEO, is reportedly a candidate for Treasury Secretary.
Marc Rowan, Apollo Global Management CEO, is reportedly a top candidate for treasury secretary.

Apollo CEO Marc Rowan reportedly a contender for Trump treasury secretary

Marc Rowan, billionaire co-founder and CEO of Apollo Global Management, Inc., has reportedly emerged as a key candidate for treasury secretary.

November 19, 2024
Dr. Mehmet Oz (Photo by Anthony Behar/Sipa USA)

Trump to nominate Dr. Oz to lead CMS

President-elect Donald Trump said he would nominate Dr. Mehmet Oz to lead the Centers for Medicare & Medicaid Services.

November 19, 2024
Image of a diverse crowd of people standing in front of the Capitol building in Washington, D.C.

Coalition wants to advise people impacted by policy changes in new administration

An advisor is forming a coalition of professionals to support underserved groups and said he was inspired to do so by the Nov. 5 election results and concerns from clients about what policy changes a new administration and a new Congress could mean for them.

November 19, 2024
Image shows a shredded Social Security card and the words, "Fixed By Year Three?"
Social Security will not likely be on the new president's agenda, analysts agreed.

Social Security fix unlikely until at least year 3 of Trump agenda, say analysts

Don’t expect the Trump team to prod Congress to tackle the looming Social Security problem anytime soon. If at all.

November 15, 2024
Illustration of two political figures against a backdrop of the American flag and the U.S. Capitol. Election-creates-an-opportunity-for-advisor-client-dialogue.

Election creates an opportunity for advisor/client dialogue

The post-election period provides advisors to engage in a discussion with their clients on financial issues that are impacted by the election and issues that are not.

November 14, 2024

Trump 2.0: Planning around uncertainty

While we should take the president-elect at his word and trust that he will do everything he can to ensure promises made will be promises kept, there are known unknowns.

November 14, 2024
Photo illustration of a bull posed against a background of rising financial charts. Markets-poised-for-continued-robust-returns.

Markets poised for continued robust returns

Strong economic growth, moderating inflation, declining interest rates and easing monetary policy is leading to robust returns, Morningstar strategists said.

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