IRS Rev. Proc. 2026-25: Trump Accounts Get Wealth Transfer Tax Relief

(June 30, 2026) On June 29, 2026, the IRS released Revenue Procedure (Rev. Proc.) 2026-25, which…

IRS Releases Final Version of Forms and Instructions for 1099-R and 5498 for 2026 Reporting

(June 23, 2026) On June 23, 2026, the IRS released the final 2026 Instructions for Forms…

IRS Posts Draft of 2026 Instructions for Forms 1099-R and 5498

(June 18, 2026) See June 23, 2026 article for summary of changes included in final…

DOL Releases Trump Account Guidance: Not Generally Considered Employee Pension Benefit Plans

(June 17, 2026) On June 17, 2026, the Department of Labor (DOL) published Technical Release 2026-02…

2027 HSA COLAs Issued

(May 29, 2026) The IRS issued Revenue Procedure 2026-24 to announce the 2027 cost-of-living adjustments (COLAs)…