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IRA
Regulatory and Legislative
IRS Announces Applicable Federal Rates for May
The Internal Revenue Service has issued Revenue Ruling 2026-09 which contains the applicable federal rates for May 2026.
Regulatory and Legislative
DOL Confirms Proxy Advisors May Be Investment Advice Fiduciaries
The Department of Labor announced that it has issued Technical Release 2026-01.
Regulatory and Legislative
Proposal Offers Selective Payment of Benefits
Representatives Greg Steube (R-FL), and Suzan DelBene (D-WA), have introduced the Optimizing Participant Tax Incentives through Optional Noncash Selections Act.
Regulatory and Legislative
Proposals Expanding Contributions for Caregivers Introduced
Senator Susan Collins (R-ME) has introduced a pair of bills to help family caregivers better prepare for retirement.
Regulatory and Legislative
IRS Announces Deadline Relief for Mississippi Severe Storm Victims
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for severe winter storms in the state of Mississippi until June 8, 2026.
Regulatory and Legislative
First-Time Home Buyer Accounts Proposed
Representative Nancy Mace (R-SC) has introduced H.R. 8221, the First-Time Homebuyer Savings Act in the House.
Regulatory and Legislative
IRS Announces Deadline Relief for Hawaii Severe Storm Victims
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for flooding and mudslides due to severe storms in the state of Hawaii until July 8, 2026.
Regulatory and Legislative
IRS Announces Deadline Relief for Tennessee Winter Storm Victims
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for winter storm Fern in the state of Tennessee until May 22, 2026.
Regulatory and Legislative
IRS Releases Draft Form 8955-SSA
The Internal Revenue Service has released an updated draft Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits.
Regulatory and Legislative
IRS Releases Draft 2026 Tax Year IRA and Retirement Plan Distribution Reporting Form
The Internal Revenue Service has posted a draft 2026 tax year Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.