Latest IRA and Pension News

• Proposed IRA and Pension Law Changes to be Enacted in 2021
• Additional Discussion of Reporting Alternatives for Prior Year Postponed Contributions
• Inherited IRA Reporting – Form 5498 and FMV Statement
• Handling IRA Beneficiary Situations - Keep it Simple
• Monitoring Direct Rollovers of Inherited 401(k) Funds to an Inherited IRA
• Is a Qualified Trust Beneficiary Able to Use the 10-Year Rule?
• Are IRA Amendments Required for 2020-2021?
• Updated IRA Forms and Software Needed for 2021
• IRS Issues Multiple Guidance (Relief) With Respect to Payments to a State unclaimed Property Fund
• Use of new RMD Tables Postponed Until 2022
• IRA Contribution Limits for 2021 Unchanged
• IRS Guidance on Difficulty of Care Payments Affect on IRAs and Retirement Plans
• SECURE Act Guidance
• IRS Guidance on Reducing Person's QCD if Deductible Contributions are Made
• IRS Guidance on Tax Treatment of Expenses Related to Qualified Birth or Adoption Distribution

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