ira

Hardship Distributions May Be Permitted for New Hampshire Severe Storm

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on March 15, 2023, for severe winter storm and flooding in New Hampshire.

FuturePlan ERISA Team

IRS

IRA

Defined Contribution Plan

Hardship Distributions May Be Permitted for New York Severe Winter Storm

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on March 15, 2023, for severe winter storm and snowstorm in New York.

FuturePlan ERISA Team

IRS

IRA

Defined Contribution Plan

Hardship Distributions May Be Permitted for California Severe Winter Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on March 10, 2023, for severe winter storms, flooding, landslides, and mudslides in California.

FuturePlan ERISA Team

IRS

IRA

Defined Contribution Plan

Build Back Better Provisions Resurface in White House Budget Proposal

President Biden’s fiscal year 2024 budget includes proposed retirement account restrictions for certain taxpayers.

FuturePlan ERISA Team

IRS

IRA

Defined Benefit Plan

Legislative updates

IRS Finalizes Electronic Filing Requirements for Certain Information Returns

The IRS has released final regulations amending rules intended to increase the filing of electronic returns in accordance with the Taxpayer First Act of 2019.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

HSA

SECURE 2.0 Act Changes RMD Rules

Learn how new guidance has affected RMDs

FuturePlan ERISA Team

SECURE 2.0

IRA

Defined Contribution Plan

IRS

IRS Guidance

Deadline Relief for California Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, flooding and landslides in California.

FuturePlan ERISA Team

Defined Contribution Plan

IRS

IRS Guidance

IRA

SECURE 2.0 is Congress’s Retirement Enhancement Encore

This bill was included in the Consolidated Appropriations Act of 2023, which was signed into law on December 29, 2022.

FuturePlan ERISA Team

Washington Pulse

SECURE 2.0

Defined Contribution Plan

IRA

Legislative updates

IRS Updates Determination Letter and VCP Submission Information

The IRS has issued Revenue Procedure (Rev. Proc.) 2023-4, which updates guidance on determination letter submission procedures.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS

IRS Guidance

Deadline Relief for California Severe Winter Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe winter storms, flooding, and mudslides in California.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Defined Benefit Plan

No Results