IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
IRS Blesses 401(k) Rollovers With Pre-, After-Tax Contributions
By Robert Bloink, William H. ByrnesNew IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
September 23, 2014
Helping Clients Avoid the IRS on Tax-Free Inherited IRA RolloversIRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
September 22, 2014
Treasury, IRS Issue New Guidance to Curb Corporate Tax InversionsThe Treasury Department and IRS issued guidance late Monday to reduce the tax benefits of corporate inversions.
September 22, 2014
How to avoid the IRS by planning ahead for tax-free inherited IRA rolloversClients who perform simple advance planning with an advisor can prevent a costly and uncertain lawsuit.
September 22, 2014
How to avoid the IRS by planning ahead for tax-free inherited IRA rolloversClients who perform simple advance planning with an advisor can prevent a costly and uncertain lawsuit.
September 19, 2014
IRS explains PPACA for plain folksThe agency has also released three PPACA interpretation notices.
September 19, 2014
IRS explains PPACA for plain folksThe agency has also released three PPACA interpretation notices.
September 19, 2014
IRS finally answers after-tax IRA rollover questionCan after-tax money in 401(k)s be converted to a Roth IRA tax-free?