Latest IRA and Pension News

• Competing for IRA Contributions and 401(k) Contributions
• January 31, 2019 Deadline
• Are IRA Amendments Required For 2018-2019?
• IRA Contribution Limits for 2019 – $6,000 and $7,000
• Proposed Tax Bill in U.S. Senate Would Make A Number of IRA Law Changes. Some Are Major.
• President Trump Issues An Executive Order Addressing Ways To Strengthen U.S. Retirement Security
• Divorce Take Distribution from Pension Plan or IRA?
• IRA Payroll Deduction Plans - More Employers (Including Banks) and Employees Should be Participating
• Inherited IRAs - To Accept Transfers or Not
• Resigning as the IRA Custodian - A Be Careful Subect if the IRA Funds are not begin Transferred to Another IRA Custodian
• A Taxpayer's Duty to Report a Roth IRA Distribution
• IRS Issues 2019 Indexed Amounts for HSAs
• IRS Reconfirms Guidance on WIthholding and IRS Reporting for IRA Distrbution to a State Unclaimed Property Fund
• IRS Grants Relief On HSA Reduction to $6850 From $6900
• IRS Extends the 2017 Tax Filing Deadline For Some Taxpayers. Does it Apply For IRA/HSA Contribution Purposes ?
• Certification For Late Rollover Contribution
• DOL Fiduciary Rule Vacated
• EBSA/DOL As of April 3, 2018 Has Not Issued Any Response or Guidance To Court Ruling Vacating the Fiduciary Rule
• IRA Contribution Limits unchanged for 2018 - Unchanged at $5500 and $6500
• 401(k) Contribution Limits for 2018 Increases by $500
• January 31, 2018 IRA Deadlines
• New Tax Law Enacted for Hurricanes Harvey, Irma and Maria - Disaster Tax Relief and Airport and Airway Extension of 2017
• IRS Revises IRA Model Forms 5305 Series
• Update On the DOL's Fiduciary Rules
• Getting Married Results in Substantial IRA Tax Benefits Versus Staying Unmarried
• 7 Cardinal IRA Rollover Rules
• U.S. Treasury Terminates myRA Program
• SIMPLE-IRA Summary Description - IRA Custodian Must Furnish by October 2017 for 2018

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