On July 19, 2024, the Internal Revenue Service (“IRS”) issued final regulations (“2024 regulations”) regarding the SECURE Act of 2019 and the SECURE Act 2.0 of 2022, which apply to 401(a) plans, 401(k) plans, traditional and...more
12/18/2024
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Individual Retirement Account (IRA) ,
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SECURE Act ,
Separate Accounts
In this second blog post on the House Ways and Means Tax proposals, we address the proposed changes that will affect the taxation of trusts, estates, and retirement plans. As we discussed, on September 13, 2021, the...more
9/29/2021
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Gift Tax ,
Grantor Trusts ,
Income Taxes ,
Individual Retirement Account (IRA) ,
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