Deadline Relief for Mississippi Hurricane Zeta Victims
The IRS has announced the postponement of certain tax-related deadlines for Mississippi victims of Hurricane Zeta.
IRS Releases 2021 Tax Year Reporting Forms 1099-R and 5498
The IRS has posted at its website the 2021 tax year version of Form 1099-R and Form 5498.
Investment Advice Fiduciary Class Exemption Published
Investment Advice Fiduciary Class Exemption Published, Effective Date Set
IRS Announces Deadline Relief for Alabama Hurricane Zeta Victims
The IRS announced the postponement of certain tax-related deadlines for Alabama victims of Hurricane Zeta.
DOL Issues Investment Advice Fiduciary Class Exemption
The EBSA has issued the long-awaited Prohibited Transaction Exemption providing guidance to investment advisors who counsel retirement and other investors.
Retirement Spotlight: IRS Releases Escheatment Guidance
This Retirement Spotlight summarizes Rev. Rul. 2020-24 and Rev. Proc. 2020-46 and explains how they interact with other IRS and DOL guidance.
Updated Life Expectancy Tables Published
The IRS has provided updated life expectancy tables.
IRS Updates Life Expectancy Tables for Determining RMDs
The IRS has issued a pre-publication version of final regulations that update life expectancy tables for determining RMDs for tax-qualified retirement savings arrangements.
In-Kind Distribution of Terminating 403(b) Accounts
The IRS has issued a ruling describing the status and tax treatment of certain 403(b)(7) custodial accounts belonging to participants or beneficiaries of terminating 403(b) plans.
Tax Benefits for Retirement Distributions for LTC Insurance
Proposed legislation would permit tax-free retirement savings distributions of up to $2,500 per year—indexed for inflation—that are used to purchase long-term care insurance.
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