IRAs | Boutwell Fay

Feb 17, 20231 min read

Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans

Among the sweeping retirement plan changes in the new Secure 2.0 law are a number of important and welcome enhancements for owners of...

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Feb 9, 20231 min read

A Valentine’s Day “KISS” for Small Retirement Plans:

Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans Among the sweeping retirement plan changes in the new Secure 2.0...

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Nov 17, 20221 min read

IRS Provides RMD Relief for Certain Death Beneficiaries

The IRS recently issued a notice which provides relief for certain missed IRC section 401(a)(9) required minimum death distributions.

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Oct 6, 20222 min read

IRS Notice 2022-45: Deadlines Extended for Certain CARES Act and Relief Act Amendments

On September 26, the IRS issued Notice 2022-45,[1] which extends the deadline for amending qualified retirement plans, 403(b) plans, and...

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