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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Treasury Department

In network coverage since September 24, 2026 · 16+ stories
1Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal talkU.S. Department of State · U.S. International Development Finance Corporation — coverage
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Policy & ERISA

IRS replaces EPCRS revenue procedure and launches IRA correction system

Revenue Procedure 2026-34 took effect the day it was announced; the new IRA program will take over 60-day rollover waiver requests during 2027 and 2028.
Policy & ERISA · Oct 21Musk pledges one SpaceX share per child as Trump Account rules are debated
Products & portfolios · Oct 21Musk's SpaceX child-share pledge raises Trump Accounts lockup question
Regulation · Oct 18White House digital-asset council executive director Patrick Witt leaves, no successor named
Tax & estate planning · Oct 15Focus Partners Wealth’s Jeffrey Levine tells advisors to keep college savings in 529 plans
Tax & estate planning · Oct 14IRS guidance targets abusive 351 ETF conversions; Baird's Steffen says sound deals remain viable
Tax & estate planning · Oct 14Treasury rules auto-enroll every eligible U.S. child in a Trump Account
Tax & estate planning · Oct 12Treasury auto-opens about 60 million Trump Accounts and allows foundation stock gifts
Regulation · Oct 4Nov. 3 midterms will decide SEC oversight and crypto's tax bills
Policy & ERISA · Sep 29Treasury moves to auto-open Trump Accounts for children with Social Security numbers
Policy & ERISA · Sep 29IRS Notice 2026-49 proposes standard forms for plan-to-plan rollovers
Insurance regulation · Sep 29Senate passes seven-year TRIA extension, leaving the House's $10 million certification bar unresolved
The Wrap · Sep 28ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions
Policy & ERISA · Sep 26ERIC asks Treasury to make BNY the Trump Account clearinghouse for employers
Regulation · Sep 24The Fed writes the stablecoin reward presumption into rule
Regulation · Sep 24The Fed's yield presumption is the rule that binds
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