Proposals to Expand Access to ABLE Accounts Introduced
Senator Bob Casey (D-PA) has introduced a suite of bills intended to expand access to and increase awareness of Achieving a Better Life Experience (ABLE) accounts.
Bill Allowing CITs in 403(b) Plans Introduced in Senate
Senators have introduced S. 4917, the Retirement Fairness for Charities and Educational Institutions Act.
IRS Announces Deadline Relief for Kentucky Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, tornadoes, landslides, and mudslides in Kentucky.
Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation
Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.
IRS Releases Guidance for Certain SECURE 2.0 Distribution Provisions
The Internal Revenue Service has issued Notice 2024-55, providing guidance on two provisions permitted under the SECURE 2.0 Act of 2022 (SECURE 2.0); emergency personal expense distributions and domestic abuse victim distributions.
IRS Issues Procedures for Requesting Defined Benefit Plan-Specific Mortality Table
The Internal Revenue Service has released Revenue Procedure 2024-32.
IRS Issues Regulations for Plan-Specific Substitute Mortality Tables for Determining Present Value
The Internal Revenue Service has released final regulations regarding the use of mortality experience data for the COVID-19 pandemic period.
Retirement Plan Disaster Assistance May Be Available for Oklahoma Severe Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on July 23, 2024, for Oklahoma severe storms.
Retirement Plan Disaster Assistance May Be Available for Kentucky Severe Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on July 23, 2024, for Kentucky severe storms, straight-line-winds, tornadoes, landslides and mudslides.
Retirement Plan Disaster Assistance May Be Available for Missouri Severe Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on July 23, 2024, for Missouri severe storms, straight-line-winds, tornadoes and flooding.
No Results
