Quickfinder IRA and Retirement Plan Handbook

• $89.00
• 1 mg
• Store.tax.thomsonreuters.com

The tax rules for IRAs and retirement plans can be confusing, often differing from plan to plan with important amounts changing from year to year. This handbook provides clear explanations and quick answers to help navigate the complexities of IRA and retirement plan regulations. It covers a wide range of topics including contributions, distributions, rollovers, and beneficiary designations. The guide also highlights the similarities and differences between various retirement plans such as SEPs, SIMPLE-IRAs, and solo 401(k)s, offering key factors to consider when choosing a plan. Additionally, it provides insights into how distributions are taxed, the impact of beneficiaries on payouts, and the requirements for tax-free rollovers.