IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
New RMD Regs Back Annuity-Based Stretch IRAs, Advisor Says
By Allison BellThe tax code shows that SPIAs can offset the loss of the old school stretch IRA, Gary Mettler contends.
July 19, 2024
New Final IRS Regs Affect Where Annuities Fit in RMDsThe regulations also affect how the Secure 2.0 income annuity provisions work.
July 19, 2024
IRS Releases Final RMD Regs on 10-Year RuleThe final rules make "retirement accounts (even more) insanely complicated," said Ben Henry-Moreland of Kitces.com.
July 10, 2024
How to Avoid Excess IRA Contribution PenaltiesWithdrawing the excess may seem like a simple fix, but many clients are faced with more complicated scenarios.
July 01, 2024
New IRS Rules Require BDs to Report Sales, Exchanges of Digital Assets"Great news all around!" Ric Edelman says of the new requirements.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 18, 2024
IRS to Crack Down on Tax-Dodging Asset ShiftsThe agency will issue regs on a technique allowing wealthy individuals and partnerships to move assets to avoid taxes.
June 17, 2024
For Advisors, an Untapped Opportunity in Donor-Advised FundsDemand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.