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IRA
Regulatory and Legislative
IRS Provides Alternative Method for Nonbank Trustee Rule Compliance
The Internal Revenue Service has issued Notice 2026-32, titled “Alternative Method for Carrying Broker-Dealers to Comply with Certain Nonbank Trustee Rules”.
Regulatory and Legislative
Philadelphia to Implement Auto-IRA Program
Philadelphia voters have approved a ballot measure that is expected to establish the nation's first city-run auto-IRA program.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for April
The Internal Revenue Service has issued Revenue Ruling 2026-11 which contains the applicable federal rates for June 2026.
Regulatory and Legislative
Sooner State to Provide Trump Account Contributions to Oklahoma Kids
A bill signed into law by Oklahoma Governor Kevin Stitt would provide an additional Trump account contribution for Oklahoma kids.
Regulatory and Legislative
IRS Issues Draft Instructions for Form 5498-TA
The Internal Revenue Service has posted draft Instructions for Form 5498-TA, Trump Account Contribution Information.
Regulatory and Legislative
IRS Announces Deadline Relief for Taxpayers Impacted by Wildfires in Southeast Georgia
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in parts of Southeast Georgia that were affected by wildfires and straight-line winds that began on April 18, 2026.
Regulatory and Legislative
IRS Announces Deadline Relief for Taxpayers Impacted by Super Typhoon Sinlaku
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of Super Typhoon Sinlaku until November 2, 2026.
Regulatory and Legislative
Executive Order Issued to Promote Retirement Savings Access
President Trump has issued an Executive Order that will establish a marketplace website for private-sector IRAs to provide a solution for workers without access to an employer-sponsored retirement plan.
Regulatory and Legislative
Proxy Reform Proposal Clears House Committee
A bill re-introduced by Representative Bryan Steil (R-WI), titled the Protecting Americans' Retirement Savings From Politics Act, has cleared the House Financial Services Committee by a vote of 27-24.
Regulatory and Legislative
Proposal Would Make Trump Account Pilot Contributions Permanent
Representatives Adrian Smith (R-NE), along with cosponsors Blake Moore (R-UT) and Brian Jack (R-GA), have introduced H.R. 8313, the Trump Accounts for All Generations Act.