IRS Makes Cost-of-Living Adjustments for Retirement Plans
The IRS has announced cost-of-living adjustments for retirement plans for the 2021 tax year.
November 24, 2020
IRS Makes Cost-of-Living Adjustments for Retirement Plans
The IRS has announced cost-of-living adjustments for retirement plans for the 2021 tax year.
November 24, 2020
IRS Updates Life Expectancy Tables Used to Determine Required Minimum Distributions
The IRS has adopted updates to life expectancy tables used to calculate required minimum distributions from retirement plans, IRAs, and annuities.
November 17, 2020
IRS Extends RMD Rollover Period to August 31, Provides Additional Guidance
The IRS issued a notice on June 23 regarding the CARES Act waiver of 2020 required minimum distributions (RMDs).
June 25, 2020
The IRS has published guidance regarding CARES Act provisions on Coronavirus-related distributions and loans from retirement plans.
June 22, 2020
IRS Issues FAQs on CARES Act Retirement Plan, IRA Provisions
The IRS has issued new FAQs on CARES Act provisions related to retirement plans and IRAs.
May 06, 2020
IRS Provides Relief for RMD Notifications in Connection with the SECURE Act
The SECURE Act increased the age at which individuals are required to take a required minimum distribution (RMD) from their retirement plan or IRA from 70 ½ to 72.
February 07, 2020
Updates from the IRS, and IAA comments on the DOL Electronic Disclosures Proposal.
November 25, 2019
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