Winter 2024 Newsletter
What’s New In Washington:House Introduces Roth Rollover Bill The bill, known as H.R. 6757 and introduced December 13th, is co-sponsored by U.S. Representatives Linda T. Sánchez (Democrat, California) and Darin LaHood (Republican, Illinois), who both serve on the...
Fall 2023 Newsletter
What’s New In Washington:Roth Catch-Up Requirement Delayed to 2026 An immediate question was whether Congress had inadvertently eliminated all catch-up contributions due to a drafting error in SECURE 2.0. In addition, the new Roth requirement posed a number of...
Summer 2023 Newsletter
The IRS recently issued guidance on this provision (Notice 2023-43, the “Notice”), which provides some welcomed answers to questions left open by the text of SECURE 2.0. Full guidance updating EPCRS will be released within two years. The new rule under SECURE 2.0....
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