by: Dennis Zuehlke, Compliance Manager, Ascensus The Treasury Inspector General for Tax Administration (TIGTA) has recommended changes to Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., to reduce taxpayer [...]
by: Dennis Zuehlke, Compliance Manager, Ascensus The Treasury Inspector General for Tax Administration (TIGTA) has recommended changes to Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., to reduce taxpayer [...]
by: Dennis Zuehlke, Compliance Manager, Ascensus The Treasury Department has issued proposed regulations on longevity annuity contracts to encourage their use and make offering annuities and other lifetime income options to retirees easier. The proposed [...]
by: Dennis Zuehlke, Compliance Manager, Ascensus The Obama administration has proposed trimming tax incentives for contributions made by higher-income taxpayers to IRAs and defined contribution retirement plans in an attempt to reduce the federal deficit. [...]
by: Dennis Zuehlke, Compliance Manager, Ascensus America Saves Week 2012 kicks off on February 19 with more than 1,000 organizations joining efforts to help individuals and families save money, build personal wealth, and reduce [...]
