IRS Increases User Fee for Form 5310
The IRS issued Revenue Procedure 2020-14, in which they announced an increase in the user fee for Form 5310, Application for Determination for Terminating Plan, from
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New IRS PLR Resolves Yet Another Failure to Designate a Beneficiary for a Retirement Account
Recently issued private letter ruling (PLR) 201821008 is yet another case of a failure to properly designate a beneficiary of a retirement account. Read about
Could “Tontines” Expand the Market for Longevity Insurance?
Could “Tontines” Expand the Market for Longevity Insurance? byGal Wettstein IB#18-7 “The brief’s key findings are: Annuities offer one way for retirees to turn savings
Will Millennials Be Ready for Retirement?- Research Repor
The Center for Retirement Research at Boston College published research report titled : Will Millennials Be Ready for Retirement? Authored by : by Alicia H.
2018 IRA & Pension Limits not Affected by Tax Cuts and Jobs Act of 2017
The IRS announced the 2018 limits for IRAs and employer sponsored retirement plans on October. 19, 2017 One of the frequently asked questions about the
2018 Employer Plan Comparison Table
Denise Appleby’s 2018 Employer Plan Comparison Table now available
Who Contributes to Individual Retirement Accounts- CRR Brief
The Center for Retirement Research at Boston College has released a new Issue in Brief: “ “Who Contributes to Individual Retirement Accounts?” by Anqi Chen
IRS Extends 60-Day Rollover Deadline: PLR No. 201709023
The IRS extended the 60-day deadline for a taxpayer, whose children applied for the waiver, citing medical issues, specifically , that the IRA owner showed
Appleby Retirement Consulting Sends Comment Letter on Form 5498 to the IRS
In response to request for comments, Appleby Retirement Consulting Inc. has sent comments on Form 5498 to the IRS. Please see a copy here
IRS Requests Comments on Form 5498 IRA Contributions
Excerpt: “Abstract: Form 5498 is used by trustees and issuers to report contributions to, and the fair market value of, an individual retirement arrangement (IRA).
