IRA

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.

May 05 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.

May 01 2026

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. 

April 23 2026

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. 

April 22 2026

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. 

April 17 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. 

April 16 2026

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. 

April 16 2026

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.

April 16 2026

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. 

April 16 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.

April 13 2026