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IRA
Regulatory and Legislative
Representative Neal Reintroduces Automatic IRA Act
Representative Richard Neal (D-MA), House Ways and Means Committee Ranking Member, has reintroduced the Automatic IRA Act.
Regulatory and Legislative
IRS Announces Applicable Federal Rates for January
The Internal Revenue Service has issued Revenue Ruling 2026-02 which contains the applicable federal rates for January 2026.
Regulatory and Legislative
IRS Issues Form for Reporting Qualified Disaster Retirement Plan Distributions and Repayments
The Internal Revenue Service has released a December 2025 version of Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Washington Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on December 12, 2025, for Washington severe storms.
Regulatory and Legislative
IRS Posts 2025 Form 8606
The IRS has released 2025 Form 8606, Nondeductible IRAs.
Regulatory and Legislative
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.
Regulatory and Legislative
IRS Releases 2026 Form W-4P
The Internal Revenue Service has issued the 2026 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments.
Regulatory and Legislative
Prime Interest Rate Decreased to 6.75 Percent
Effective December 10, 2025, the prime interest rate was lowered from 7.00 percent to 6.75 percent.
Regulatory and Legislative
Roth Rollover Proposal Introduced in Senate
Senators John Barrasso (R-WY) and Michael Bennet (D-CO) have introduced the Retirement Rollover Flexibility Act.
Regulatory and Legislative
Proposal to Enhance PLESAs Introduced in Senate
Senators Cory Booker (D-NJ) and Todd Young (R-IN), along with Representatives Eugene Vindman (D-VA) and Glenn Thompson (R-PA) have introduced bi-cameral legislation, the Emergency Savings Enhancement Act.