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The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.March 27
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The purpose of the SECURE Act is to incentivize employers to offer retirement plans as well as to improve individual retirement savings outcomes for the millions of Americans without adequate retirement savings.February 28
Compliance analystPaychex
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The Internal Revenue Service is giving financial institutions a break when it comes to notifying owners of individual retirement accounts about taking their required minimum distributions after a new law increased the age for taking RMDs from 70½ to 72.January 24
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There are a host of ways to make the most of the month ahead.November 26
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The Internal Revenue Service issued its annual inflation adjustments for retirement plans.November 6
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An IRS revenue ruling explains what happens when a distribution check from a qualified plan isn’t cashed.August 23
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New tax legislation is passing through Congress aimed at addressing several retirement issues.July 11
Managing director of advisory servicesCPI Companies
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For the accountant who is filing a Form 5500 for a self-employed individual, it may be the job of the accountant to report beneficiary information.June 26
PrincipalThe TOLI Center East
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Not only would stretch IRAs be dead if the legislation were to pass in the Senate, but your clients’ profit-sharing plans could be next.June 5
PrincipalThe TOLI Center East
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The bipartisan legislation will provide more retirement planning options for accountants to advise small business clients about, while also fixing a glitch in the Tax Cuts and Jobs Act that imposed the kiddie tax on children of deceased service members.May 24
