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S 5156·Federal·senate

Retirement Simplification and Clarity Act

In CommitteeFiled Jul 29, 2026
Sponsor: Sen. Marshall, Roger [R-KS] (R)
Latest Action

Read twice and referred to the Committee on Finance.

Jul 29, 2026

Summary

The bill changes the Internal Revenue Code so that individuals can roll over funds into a retirement annuity while still employed. It would affect workers who have retirement accounts and want to move money into annuities without leaving their job. The goal is to give more flexibility in retirement planning.

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