IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
15 Key Life, Health and Annuity Regulatory Stories of 2022, So Far
By Allison BellUp till now, 2022 has been more a year of fixes than of masterpieces.
December 08, 2022
7 Secure Act 2.0 Provisions That Are Popular With AdvisorsA recent advisor survey by LPL found broad support for the retirement legislation.
December 07, 2022
10 'Nerdy' Year-End Planning Tips for 2022: Jeff LevineKitces.com's chief planning nerd recently presented some powerful year-end tax planning opportunities.
December 07, 2022
IRS Highlights Shrinking Tax Credits, Third-Party Payment Changes for 2023Taxpayers who took certain credits in 2021 could get much smaller refunds in 2022, the IRS says.
December 05, 2022
Quiz: Do You Know These Annuity Tax Facts?Only the tax-savviest can ace this test, but all advisors can benefit from the refresher.
December 02, 2022
4 Retirement Planning Moves That Can Yield Big Tax SavingsMany investors underestimate the impact their retirement account withdrawal decisions have on their wealth, Ritholtz's William Sweet says.
November 29, 2022
IRS to Hike Interest Rates for Q1For individuals, the rate for overpayments and underpayments will be 7% per year, up from 6%.
November 29, 2022
10 Top Annuity Bills of 2022, So FarThe one most relevant to retail advisors, the EARN Act, is still awaiting floor action.