IRA

Regulatory and Legislative

IRS Announces Applicable Federal Rates for March

The IRS has issued Revenue Ruling 2025-06 which contains the applicable federal rates (AFR) for March 2025. 

February 20 2025

Regulatory and Legislative

IRS Announces Applicable Federal Rates for February

The IRS has issued Revenue Ruling 2025-05, which contains the applicable federal rates (AFR) for February 2025.

January 16 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Alaska

The Federal Emergency Management Agency issued a Major Disaster Declaration on January 15, 2025, for Alaska severe storm and flooding.

January 16 2025

Regulatory and Legislative

Applicability of Certain Aspects of RMD Regulations Delayed to 2026

The Internal Revenue Service released Announcement 2025-2, delaying the anticipated applicability date for future final regulations relating to required minimum distributions.

December 20 2024

Regulatory and Legislative

IRS Announces Applicable Federal Rates for January

The IRS has issued Revenue Ruling 2025-1, which contains the applicable federal rates (AFR) for January 2025.

December 17 2024

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for West Virginia Post-tropical Storm Helene

The Federal Emergency Management Agency issued a Major Disaster Declaration on December 9, 2024, for West Virginia Post-tropical Storm Helene.

December 10 2024

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Kentucky and Washington

The Federal Emergency Management Agency (FEMA) issued Major Disaster Declarations on November 26, 2024.

November 29 2024

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Puerto Rico

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on November 27, 2024.  

November 29 2024

Regulatory and Legislative

IRS Announces Deadline Relief for Montana Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and straight-line winds in the Crow Tribe of Montana.

November 21 2024

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Crow Tribe of Montana

The Federal Emergency Management Agency issued a Major Disaster Declaration on November 14, 2024, for Crow Tribe of Montana severe storm and straight-line winds.

November 15 2024