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  • IRS Releases Long-Awaited Final RMD Regulations and New Proposed Regulations to Implement SECURE 2.0 Provisions

    IRS Releases Long-Awaited Final RMD Regulations and New Proposed Regulations to Implement SECURE 2.0 Provisions The article discusses the recent final and proposed regulations published by the ...

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    • Authors: Alison R Peak, A Micheal McMahon, Grace F. Sullivan
    • Date: Nov 2024
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy
  • IRS Updates Guidance on SEPP Exception to 10% Additional Tax

    IRS Updates Guidance on SEPP Exception to 10% Additional Tax This article discusses the guidance provided in IRS Notice 2022-6 and prior guidance on whether distributions from an individual ...

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    • Authors: Mark E Griffin, Prasanthi Paritala
    • Date: Sep 2022
    • Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
  • In the Beginning... A Column Devoted to Tax Basics

    In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has ...

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    • Authors: Michael L Hadley
    • Date: Oct 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer