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IRA
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Washington Storms
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 28, 2024, for Washington severe winter storms, straight-line winds, flooding, landslides, and mudslides, for the incident period of January 5, 2024–January 29, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for California Severe Winter Storm
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 19, 2024, for California severe winter storm, for the incident period of January 30 – January 31, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for California Severe Storms and Flooding
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 19, 2024, for California severe storms and flooding, for the incident period of January 31, 2024 – February 9, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for New Hampshire Severe Storms and Flooding
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 19, 2024, for New Hampshire severe storms and flooding, for the incident period of January 9, 2024 – January 14, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Vermont Severe Winter Storm
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 19, 2024, for a Vermont severe winter storm for the incident period of January 9, 2024–January 13, 2024.
Regulatory and Legislative
How IRS Notice 2024-35 Affects Beneficiaries
Proposed RMD regulations were released in February 2022.
Under the proposed regulations, if an account owner dies on or after their required beginning date, beneficiaries who are subject to the 10-year rule must take annual life expectancy payments during the first nine years.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for May
The IRS has issued Revenue Ruling 2024-09, which contains the applicable federal rates (AFR) for May 2024.
Regulatory and Legislative
IRS Provides Further RMD Transition Relief Under the SECURE Act
The IRS has issued Notice 2024-35 to provide additional transition relief for certain specified RMDs for 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for California Severe Storms
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 13, 2024, for California severe winter storms, tornadoes, flooding, landslides, and mudslides for the incident period of January 31 – February 9, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Oregon Severe Storms
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 13, 2024, for Oregon severe winter storms, straight-line-winds, landslides, and mudslides, for the incident period of January 10, 2024–January 22, 2024.