IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a Shrug
By Melanie WaddellWhile open questions remain around these rollovers, some advisors say there are better ways to save for college.
February 28, 2024
Two Execs Join IRS as Crypto AdvisorsThe private-sector experts will help the agency boost enforcement on cryptocurrency and other digital assets.
February 26, 2024
Time for a 'Roth Review' With Retirement Plan ClientsSecure 2.0 "provides new mandatory and new optional Roth issues to consider," ERISA lawyer Brad Campbell says.
February 21, 2024
Retirement Experts: Don't Let Clickbait Headlines Sink the 401(k)To argue that the U.S. should simply do away with workplace retirement plans is absurd and irresponsible, experts say.
February 21, 2024
IRS Announces Interest Rates for Q2For individuals, the rate for overpayments and underpayments will be 8% per year.
February 21, 2024
Axcelus, John Hancock Top the Senate Finance Private Life RankingsRon Wyden, a critic, surveyed seven providers and collected data on the ultra-high-net-worth clients' policies.
February 20, 2024
IRS Collected $500M From Wealthy Tax CheatsThe agency also wants to boost in-person assistance this filing season, Commissioner Danny Werfel said.
February 16, 2024
Comments Close on IRS' Excise Tax Plan for Donor-Advised FundsThe proposed rule is intended to prevent misuse of DAFs by enforcing excise taxes on non-charitable distributions.