IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
Mastering the Art of Life Insurance Settlements and Taxation in 2024
By Wm. Scott PageHere's a guide to how selling policies affects clients' taxes.
February 07, 2024
12 Filing-Season Tax Facts for 2024These must-knows can help you answer clients' questions and get them organized.
February 06, 2024
Long-Awaited Secure 2.0 RMD Guidance, and More, Expected This YearClarity on a number of retirement provisions could come soon, former Treasury official J. Mark Iwry tells ThinkAdvisor.
February 02, 2024
Debate: Has IRS Guidance Helped Make the Case for Emergency Savings Accounts?Under Secure 2.0, this optional feature can be added to defined contribution retirement plans.
February 02, 2024
Reimbursement Powers This Health Coverage SolutionICHRAs can both control employers' costs and offer employees the flexibility to choose their own insurance plans.
February 02, 2024
Why Life Insurance Assets Might Still Be Safe From CongressCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
January 29, 2024
9 RMD Insights for Tax Season 2024Many retirement planning topics are complex, but the calculation and timing of required minimum distributions is particularly tricky.
January 25, 2024
IRS Issues Rollover Relief for Maryland Prepaid 529 PlanSome transfers from the plan, which had accounting issues, to another plan can be excluded from gross income.