Legal Update

Please Take One Only | November 10, 2014

IRS Clarifies Application of One-Per-Year Limit on IRA Rollovers, Allows Owners of Multiple IRAs a Fresh Start in 2015 WASHINGTON — The Internal Revenue Service today issued guidance clarifying... More >>

IRS Announces 2015 Pension Plan Limitations | October 24, 2014

WASHINGTON — The Internal Revenue Service today announced cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. Many of the... More >>

IRS Follows Tax Court Decision | March 14, 2014

The IRS issued Announcement 2014-15 this week, which addresses the application to Individual Retirement Accounts and Individual Retirement Annuities (collectively, “IRAs”) of the... More >>

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