The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

The “4% rule” isn’t one rule — fixed percentage, fixed dollar, and inflation-adjusted withdrawals behave very differently in ...

The IRS on Jan. 15 issued updated two safe harbor explanations plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover distributions.

Plan administrators may customize these safe harbor explanations as appropriate The Department of the Treasury and the ...

The IRS issued guidance revising its explanation of safe harbor notice requirements for plan administrators when savers move funds out of an employer-sponsored plan.

A bipartisan House duo is drawing up a cryptocurrency tax framework that would provide a safe harbor for some stablecoin transactions and delay taxation of rewards earned by verifying blockchain ...

WHAT’S HAPPENING TODAY – AND A NOTE ABOUT THE NEWSLETTER SCHEDULE: Good afternoon and happy Friday, readers! What a week it has been. We hope you are looking forward to a restful holiday season, ...

A calendar to help plan fiduciaries track important due dates for their retirement plans, given annual updates and changes. What follows is a compliance calendar intended to alert fiduciaries of ...

As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second act’ in their careers. In 2025, the eldest members of Generation ...

In Venezuela’s downtrodden fishing towns, locals are squeezed between a growing U.S. military presence off the coast and what they describe as a new wave of intimidation from Nicolás Maduro’s ...

The rapidly proliferating public conflicts within the MAGA movement present a distinct danger for the man whose political future depends on holding the coalition together. But Vice President JD Vance ...