SECURE 2.0 Adds New Penalty-Free Distribution Option for Certain Emergency Expenses
This infographic is part of a multi-part series that describes the penalty-free distribution options created by SECURE 2.0
Disaster Assistance May Be Available for Tennessee Severe Storms
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on May 17, 2023, for Tennessee severe thunderstorms and possible strong tornadoes, for the incident period of March 1, 2023 – March 3, 2023.
IRS Announces Applicable Federal Rates for June 2023
The IRS has issued Revenue Ruling 2023-10, which contains the applicable federal rates (AFR) for June 2023.
5 Reasons to Add a Cash Balance Plan Before Year End
Cash balance plans are the best way for business owners to significantly reduce their tax burden and accelerate retirement savings.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2023-40, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
Covid-19 National Emergency Ends Today
The National Emergency in response to COVID-19 will end today.
Retirement Plan Disaster Assistance May Be Available for Kentucky Severe Storms
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on May 9, 2023, for severe storms, straight-line winds, flooding, landslides, and mudslides in Kentucky.
Retirement Plan Disaster Assistance May Be Available for Alabama Severe Storms
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on May 5, 2023, for severe storms, straight-line winds and tornadoes in Alabama.
IRS Invites Recommendations for Priority Guidance Plan
The Department of the Treasury and the Internal Revenue Service are soliciting recommendations for items to be included on the 2023-2024 Priority Guidance Plan.
Deadline Relief for California Severe Winter Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe winter storms, straight-line winds, flooding, landslides, and mudslides in California.
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