IRS Updates
Stay on top of the most recent information from the IRS that can impact your clients.
Group Fears IRS Could Change the Time When Annuities Are Taxed
By Allison BellThe Committee of Annuity Insurers has a bad feeling about an item on the agency's to-do list.
May 16, 2025
The Hottest Tax Legislation Debate Isn’t In WashingtonJoin Professors Byrnes and Bloink on June 11 for a fierce, but friendly, debate about tax policy.
March 24, 2025
Tax Revenue on Track to Fall $500B in 2025: ReportAnonymous IRS officials told the Washington Post that they expect a 10% decline in tax receipts.
March 05, 2025
IRS Plans to Cut Thousands of Workers by MailThey came to work prepared for an email announcement. Due to a glitch, many never received it.
January 22, 2025
IRS' New Roth Catch-Up Contribution Guidance: The DetailsHere's what 401(k) advisors and employers should know about the long-awaited proposed regs.
January 15, 2025
How Tax Rules for the New Annuity Spigots Might WorkLife insurers are trying to create a new class of income planning tools.
January 15, 2025
IRS Extends Tax Deadlines for California Wildfire VictimsAffected taxpayers have until Oct. 15 to file various federal individual and business tax returns and make payments.
January 14, 2025
Prudential Joins Effort to Sell New Way to Tap Retirement AssetsThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.