IRS Issues

This station houses posts and commentary on regulatory requirements and developments at the IRS affecting NTSA members, including the regulatory development process, changes in existing requirements, best practices in ensuring that clients remain in compliance with the tax code and IRS rules, and inside-the-IRS news.




IRS Issues

IRS Issues

By John Iekel 1/10/2018 • 0 Comments

Sen. Sheldon Whitehouse (D-RI) will join the Senate Finance Committee, Senate Minority Leader Chuck Schumer (D-NY) announced Jan. 9. READ MORE

By NTSA Net Staff1/9/2018 • 0 Comments

In MarketBeat, Susan Diehl discusses what we have found out about recharacterization of 2017 conversions under the new tax law. READ MORE

By NTSA Net Staff1/2/2018 • 0 Comments

In MarketBeat, Robert Toth says it should come as no surprise that the oddities of dealing with the 403(b) annuity show up in EPCRS CAP settlements.

By NTSA Net Staff1/2/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether one should be cautious regarding all mergers of church plans, or only mergers of certain kinds of plans. READ MORE

By Ted Godbout12/27/2017 • 0 Comments

Before heading out for the holidays, President Trump on Dec. 22 signed into law (H.R. 1/P.L. 115-97) the most significant overhaul of the federal tax code since the Tax Reform Act of 1986. READ MORE

By NTSA Net Staff12/20/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a non-QCCO can transfer assets from a non-ERISA 403(b) to an ERISA 403(b) plan. READ MORE

By Ted Godbout12/20/2017 • 0 Comments

Congressional Republicans and President Trump are on the verge of enacting broad-based tax reform legislation. READ MORE

By NTSA Net Staff12/19/2017 • 0 Comments

In Tech Talk, we address how does bankruptcy affects 403(b) loans. READ MORE

By NTSA Net Staff12/19/2017 • 0 Comments

In MarketBeat, Nathan Glassey discusses what the IRS had to say in 2017 concerning 403(b) loans. READ MORE

By Ted Godbout, Nevin Adams 12/18/2017 • 0 Comments

Congressional negotiators agreed on the final tax reform bill Dec. 15, but they had to make additional changes to pick up support from wavering members. How did retirement plans fare? READ MORE

By NTSA Net Staff12/12/2017 • 0 Comments

In Tech Talk

, we address whether the 10% penalty tax for early IRA withdrawals is waived for public safety officers who retire at age 50 or over.


By Ted Godbout12/12/2017 • 0 Comments

House Ways & Means Committee Chairman Kevin Brady (R-TX) has announced that House and Senate conferees will hold an open meeting on Dec. 13 to begin reconciling the chambers’ versions of tax reform. READ MORE

By Nevin Adams12/6/2017 • 0 Comments

Tax reform proposals being hurried through Congress could have a dramatic impact on the retirement security of small businesses and millions of small business workers — we need your help to do something about it! READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

Can an employee who became part-time and does not work 20 hours every week still contribute to a 403(b) through the employer? In Tech Talk, we tell you. READ MORE

By Ted Godbout12/4/2017 • 0 Comments

After a long and sometimes heated debate, the Senate took a major step toward enactment of landmark tax reform legislation, approving its version of the Tax Cuts and Jobs Act (H.R. 1) at nearly 2:00 a.m. Saturday, Dec. 2. READ MORE

By Doug Fisher11/30/2017 • 0 Comments

Senate Republican leaders are floating the idea of increasing the deduction for qualified business income of pass-through businesses from 17.4% to 20%, which could have consequences for retirement plans sponsored by S Corporation shareholders. READ MORE

By NTSA Net Staff11/28/2017 • 0 Comments

Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018 at the NTSA Summit! READ MORE

By John Iekel11/28/2017 • 0 Comments

There is “work to do in the retirement areas,” House Ways & Means Chairman Kevin Brady (R-TX) said on Nov. 28. READ MORE

By NTSA Net Staff11/28/2017 • 0 Comments

In Tech Talk we address what happens when a school district with a 457(b) plan changes the salary reduction amount to $0 for some employees in the same month deferral agreements were signed. READ MORE

By John Iekel11/22/2017 • 0 Comments

A recent blog entry discusses the beneficiary options under the RMD regulations that were issued on April 17, 2002, and the importance of the distinctions. READ MORE

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