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Defined contribution plan

Proposal Eliminating Cap on Rollover Amounts From 529 Plans to Roth IRAs Introduced

Senator Ted Cruz (R-TX), along with cosponsor Senator Lisa Blunt Rochester (D-DE), have introduced S. 5550, to eliminate the aggregate limitation on rollovers from a 529 program to a Roth IRA.
Defined benefit plan Defined contribution plan IRA IRS Legislative updates

IRS Announces Applicable Federal Rates for October

The Internal Revenue Service (IRS) has issued Revenue Ruling 2026-19 which contains applicable federal rates (AFR) for October 2026.
Defined benefit plan Defined contribution plan IRA IRS

ESOP Bill Passes House

The House of Representatives has passed S. 2403, the Retire through Ownership Act by a vote of 401-14.
Defined benefit plan Defined contribution plan Legislative updates