Trends

New, Tighter Distribution Rules

Retirement plan advisers should revisit retirement planning for clients who count on the ‘stretch’ IRA provision for bequeathing their individual retirement account or 401(k).
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Compliance News

Legislative and Judicial Actions

AGI U.S. settles in fraulent scheme suit, then exits the country; the IRS re-extends relief from the physical presence requirement; the SEC plans to adjust its ESG and ‘Names Rule’ regulations; and more.
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