Government Updates
New rules, agency announcements and IRS guidance — and, more to the point, whether they change anything for you.
September 29, 2026
The IRS just closed an ETF tax move. It is not the one you own.
If you buy, hold or sell ETFs in a brokerage account, IRA or 401(k), nothing changes. The ruling targets a specific arrangement used to move a large, highly appreciated stock position into a newly formed ETF without paying capital gains tax.
Affects: Investors who contributed concentrated appreciated stock to a new ETF under a §351 arrangement — or were pitched one.
September 29, 2026
America.gov launched. Here is what it can and cannot do for you.
Nothing about your Social Security, Medicare or IRS account changed. Today America.gov is a search tool that tells you how to do something and sends you to the agency to do it. Completing forms through the site is a 2027 target.
Affects: Anyone who deals with a federal agency — in practice, mostly future Medicare enrollees.
Run the numbers
Written by Paul Mauro, a 50-year veteran of the financial industry. These explainers are educational and are not tax, legal or investment advice. Check anything that affects your own return or benefits with a qualified professional.