IRS Updates
Stay on top of the most recent information from the IRS that can impact your clients.
IRS Posts Ruling on Individual Retirement Annuity
By Allison BellThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
March 13, 2025
U.S. Finalizes Partnership Basis-Shifting Loophole RegulationsIt’s critical for small-business partners to evaluate transactions to avoid running afoul of the new rules.
March 05, 2025
IRS Plans to Cut Thousands of Workers by MailThey came to work prepared for an email announcement. Due to a glitch, many never received it.
January 22, 2025
IRS' New Roth Catch-Up Contribution Guidance: The DetailsHere's what 401(k) advisors and employers should know about the long-awaited proposed regs.
January 15, 2025
How Tax Rules for the New Annuity Spigots Might WorkLife insurers are trying to create a new class of income planning tools.
January 15, 2025
IRS Extends Tax Deadlines for California Wildfire VictimsAffected taxpayers have until Oct. 15 to file various federal individual and business tax returns and make payments.
January 14, 2025
Prudential Joins Effort to Sell New Way to Tap Retirement AssetsThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.
January 14, 2025
IRS Releases Roth Catch-Up GuidanceNewly proposed regulations answer some major questions created by Secure 2.0.