POLISCOPE
Topic2 documents tagged

Wealth Management

What This Page Covers

This page collects the 2 public records POLISCOPE has tagged with “Wealth Management”. Coverage spans bills - each decoded into plain English and linked to its primary source. It most often overlaps with Retirement, Taxes, and Social Security.

Active Bills

Federal BillFEDERALDec 4, 2024Retirement Fairness Act (S. 5422)This bill proposes new limits on contributions to retirement accounts for individuals with total balances exceeding $4 million and requires those individuals to withdraw larger minimum amounts annuall

Recent Activity

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Finance Signals

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Reported financial relationships and timing signals. This does not prove motive or influence.

Key Actors

  1. 01Secretaryorganization1 mentions
  2. 02JP Morgan Chase & Co.organization1 mentions
  3. 03Circle Wealth Management, LLCorganization1 mentions
  4. 04Merkleyperson1 mentions
  5. 05Astoria Bankorganization1 mentions
  6. 06Internal Revenue Code of 1986bill1 mentions
  7. 07Committee on Financeorganization1 mentions

Connections Preview

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  • Topic to billsRetirement Fairness Act (S. 5422)
  • Topic to peopleMerkley
  • Topic to orgsSecretary, JP Morgan Chase & Co., Circle Wealth Management, LLC (+2 more)
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Source Trail

Documents whose extracted record lists this topic. Each item opens the Bill Dossier, which includes the official source URL when available.

  1. Dec 4, 2024Federal BillRetirement Fairness Act (S. 5422)
  2. Aug 16, 2017congressional financial disclosure2017 Financial Disclosure Report: John Robert Chrin