Latest IRA and Pension News

• SIMPLE-IRA Summary Description -- IRA Custodian Must Furnish to its SIMPLE-IRA
  Clients by September/October 2022 for 2023
• The Current Economic Times Present Roth IRA Conversion Tax Planning Opportunities
  for Some
• Unclaimed Property Laws and IRAs, Including Inherited IRAs
• New Proposed IRA Law Changes
• New Proposed 401(k) and Other Pension Law Changes
• The IRS has Proposed Cut-backs for the Special RMD Rules for Surviving Spouse Beneficiaries
• SEPs are so Simple -- Be Eager to See and Accept SEP-IRA Contributions
• IRS Proposes Major RMD Changes for Spouse Beneficiary
• New IRS Guidance on General Rollover Rules and Transfers
• Multiple Designated Beneficiaries
• The Basic RMD Beneficiary Rules Under the SECURE Act
• Understanding the Making of a Backdoor Roth IRA Contribution
• Helping IRA Owners and Beneficiaries Who Missed Their 2021 RMD
• Guidance - Missed 2021 RMD
• IRS Creates New IRA Withholding Form
• IRS Issues New Guidance for Substantially Equal Periodic Payments in 2022 and Subsequent Years
• Deadline is 4/15/22 for Withdrawing a 2021 Excess Salary Deferral
• Much Additional Work for Everyone if a Rollover or a Transfer is Handled Incorrectly
• Inherited IRA Reporting - Form 5498 and FMV Statement
• 2022 Requirement to Reset the Divisor for a Beneficiary Using the Life Distribution Rule
• Guidance to Prepare the 2021 Form 1099-R to Report a Traditional IRA, SIMPLE-IRA or SEP-IRA Distribution
• What a Financial Institution Should Know About PTE 2020-02 and Other DOL Statements About Rollovers

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