IRS Updates
Stay on top of the most recent information from the IRS that can impact your clients.
IRS' New Roth Catch-Up Contribution Guidance: The Details
By Robert Bloink and William H. ByrnesHere's what 401(k) advisors and employers should know about the long-awaited proposed regs.
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.
January 14, 2025
IRS Releases Roth Catch-Up GuidanceNewly proposed regulations answer some major questions created by Secure 2.0.
December 23, 2024
The Most Confusing Inherited IRA Questions, AnsweredThe RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.
December 03, 2024
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax PlansDon’t miss the opportunity to hear from two leading tax experts and prepare for what’s ahead in 2025.
November 19, 2024
IRS to Drop Interest Rates in JanuaryFor individuals, the rate for overpayments and underpayments will be 7% per year, compounded daily.
November 06, 2024
What Trump's Win Means for Estate Tax PlanningOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.
November 05, 2024
15 New Retirement, Tax Numbers to Know for 2025The IRS has increased key thresholds tied to 401(k)s, IRAs, income, estate and gift taxes.