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Congress·In Committee·11 months ago

Tax Changes for Certain Insurance Companies’ Bond Investments

Also known as: Secure Family Futures Act of 2025

Legislative Progress

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Key Points

  • This bill changes tax rules for certain insurance companies that hold notes and bonds, starting after December 31, 2025.
  • It would treat those debt investments as not being “capital assets,” which can change how gains and losses on those investments are taxed.
  • It would let these insurance companies carry capital losses forward for 10 years instead of 5, giving them more time to use losses to reduce future taxes.
  • The changes apply to most insurance companies, but the bill lists specific types that would not qualify, including some foreign and special-tax-status insurers.
  • Most people won’t see a direct change on their tax return, but it could affect how some insurers manage investments and costs over time. काम
TaxesEconomyConsumer Protection

Milestones

2 milestones2 actions
Apr 8, 2025Senate

Read twice and referred to the Committee on Finance.

Apr 8, 2025

Introduced in Senate

Source Information

Document Type

Congressional Bill

Official Title

Secure Family Futures Act of 2025

Bill NumberS 1335
Congress119th Congress
ChamberSenate
Latest ActionRead twice and referred to the Committee on Finance.

Sponsor

Cosponsors

(8)
D: 2R: 6

Analysis generated by AI. While we strive for accuracy, this should not be considered legal or professional advice. Always verify information with official government sources.