IRS Releases 2026-2027 Priority Guidance Plan
The Department of Treasury and Internal Revenue Service have released a list guidance projects outlining priorities for the period October 1, 2026, through September 30, 2027.
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The latest updates
FuturePlan Launches PATH PEP in Collaboration with Voya Financial, Bringing Institutional Retirement Capabilities to the Mid- and Large-Market
New pooled employer plan brings open investment architecture and institutional governance to the mid- and large-market
FuturePlan by Ascensus Names David Gunning as Vice President, Sales Consultant for New England
Driving New England growth through independent, advisor-focused retirement solutions.
FuturePlan Strengthens New England Presence with Addition of Grant Livingston
Experienced retirement plan consultant to expand advisor partnerships and retirement plan solutions throughout Connecticut, Rhode Island, and Western Massachusetts.
Proposal Eliminating Cap on Rollover Amounts From 529 Plans to Roth IRAs Introduced
Senator Ted Cruz (R-TX), along with cosponsor Senator Lisa Blunt Rochester (D-DE), have introduced S. 5550, to eliminate the aggregate limitation on rollovers from a 529 program to a Roth IRA.
Born to Invest Act Introduced in House
Representatives Sharice Davids (D-KS) and Derek Schmidt (R-KS) have introduced H.R. 10490, the Born to Invest Act.
Bill Introduced to Extend Time Period for Contributing Military Death Benefits to Roth IRA or ESA
Senators Richard Blumenthal (D-CT) and Tim Sheehy (R-MT) have introduced S. 5445, the GRACE for Military Survivors Act.
529 Distributions for Homebuyers Proposed in Senate
Senators John Husted (R-OH) and Michael Bennet (D-CO) have introduced S. 5227, the First-Time Home Buyer Empowerment Act.
Another Bill Proposes 529 Distributions for Homebuyers
Representatives Jimmy Patronis (R-FL) and Gus Bilirakis (R-FL) have introduced H.R. 7393, the Save for Success Act, to allow distributions from qualified tuition programs to be used for qualified housing expenses for first-time homebuyers.
529 Distributions for Homebuyers Proposed
Representative Tracey Mann (R-KS) and several co-sponsors have introduced H.R. 7468, the First-Time Homebuyer Empowerment Act.
IRS Posts 2025 Publication 970
The Internal Revenue Service has posted the 2025 tax year version of Publication 970, Tax Benefits for Education.
IRS Announces Deadline Relief for Montana Storm Victims
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of severe storms and flooding in several areas of Montana until May 1, 2026.
IRS Issues Updated Form and Instructions for Form 5498-ESA
The Internal Revenue Service has issued updated Form 5498-ESA, Coverdell ESA Contribution Information, and correlating instructions.
IRS Announces Deadline Relief for Minnesota Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and straight-line winds in Leech Lake Band of Ojibwe until February 2, 2026.
IRS Posts 2025 Form 5329 for Savings Arrangement Excise Tax Reporting
The Internal Revenue Service has posted Instructions for Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts, for 2025.
IRS Posts 2025 Form 5329
The Internal Revenue Service (IRS) has posted 2025 Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts.
IRS Releases 2025 “Saver's Credit” Form
The IRS has finalized the 2025 Form 8880, Credit for Qualified Retirement Savings Contributions.
IRS Posts Draft 2025 "Saver's Credit" Form
The IRS has posted another draft 2025 Form 8880, Credit for Qualified Retirement Savings Contributions.
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