News Releases
October 24, 2007
IRS Changes Position on Non-Spouse Beneficiary Rollovers from Plans
January 16, 2007
Update on Non-Spouse Beneficiary Transfers from Employer Plans - Transfers to non-
spouse plan ...
August 17, 2006
Pension Protection Act of 2006. In the most sweeping and massive pension legislation in
30 years, Congress is...
May 26, 2006
Congress Allows IRA Contributions for Servicemen in Combat Zones
May 12, 2006
New tax bill eliminates eligibility rules for Roth IRA conversions
January 04, 2006
IRS Super-Sizes Fees for IRA and Plan Private Letter Rulings
September 25, 2005
Retirement Plan Relief Provisions Are Signed Into Law and Effective Immediately
August 22, 2005
IRS Shuts Down Roth IRA Annuity Conversion Scheme
June 29, 2005
IRS Issues IRA Disclaimer Ruling
April 21, 2005
President Signs Bankruptcy Bill
April 04, 2005
Supreme Court IRA Alert
December 02, 2004
Update on Creditor Protection for IRAs
April 27, 2004
For the First Time . . . IRS Denies Ruling Request to Extend the 60-day Rollover Rule
December 23, 2003
Inherited IRA Grandfather Rule Expires at the End of This Year!
January 31, 2003
Ed Slott's Take on the New Retirement Account Proposals
January 31, 2003
President’S Budget Proposes Bold Tax-Free Savings And Retirement Security
Opportunities For All Americans
November 08, 2002
Election Results May Prove IRA Friendly
October 03, 2002
72(t) Relief Released Today by IRS
June 20, 2002
IRS Release on Possible 72(t) Reform
April 17, 2002
Ed Slott's Overview of New Rules
March 18, 2002
The New Tax Act Job Creation and Worker Assistance Act of 2002 Fixes 2002 SEP
Contribution Error -- It's Official - The New SEP Limit for 2002 is Now 25% -- New IRS
Publications are Now Incorrect
December 28, 2000
Days left to tap IRA - Take distributions before end of the year to avoid major penalties
September 22, 2000
New Tax Proposal Includes Major IRA Opportunity
October 24, 2007
IRS Changes Position on Non-Spouse Beneficiary Rollovers from Plans
January 16, 2007
Update on Non-Spouse Beneficiary Transfers from Employer Plans - Transfers to non-
spouse plan ...
August 17, 2006
Pension Protection Act of 2006. In the most sweeping and massive pension legislation in
30 years, Congress is...
May 26, 2006
Congress Allows IRA Contributions for Servicemen in Combat Zones
May 12, 2006
New tax bill eliminates eligibility rules for Roth IRA conversions
January 04, 2006
IRS Super-Sizes Fees for IRA and Plan Private Letter Rulings
September 25, 2005
Retirement Plan Relief Provisions Are Signed Into Law and Effective Immediately
August 22, 2005
IRS Shuts Down Roth IRA Annuity Conversion Scheme
June 29, 2005
IRS Issues IRA Disclaimer Ruling
April 21, 2005
President Signs Bankruptcy Bill
April 04, 2005
Supreme Court IRA Alert
December 02, 2004
Update on Creditor Protection for IRAs
April 27, 2004
For the First Time . . . IRS Denies Ruling Request to Extend the 60-day Rollover Rule
December 23, 2003
Inherited IRA Grandfather Rule Expires at the End of This Year!
January 31, 2003
Ed Slott's Take on the New Retirement Account Proposals
January 31, 2003
President’S Budget Proposes Bold Tax-Free Savings And Retirement Security
Opportunities For All Americans
November 08, 2002
Election Results May Prove IRA Friendly
October 03, 2002
72(t) Relief Released Today by IRS
June 20, 2002
IRS Release on Possible 72(t) Reform
April 17, 2002
Ed Slott's Overview of New Rules
March 18, 2002
The New Tax Act Job Creation and Worker Assistance Act of 2002 Fixes 2002 SEP
Contribution Error -- It's Official - The New SEP Limit for 2002 is Now 25% -- New IRS
Publications are Now Incorrect
December 28, 2000
Days left to tap IRA - Take distributions before end of the year to avoid major penalties
September 22, 2000
New Tax Proposal Includes Major IRA Opportunity
