This handout discusses a taxpayer's various sources of retirement income including Social Security, pension, and IRA distributions. Age-specific requirements and tax implications are highlighted.
Read MoreThis handout discusses the various types of IRAs and the tax benefits and implications of each. It also discusses the effect of the taxpayer's participation in prohibited transactions within these types of accounts.
Read MoreThis handout discusses the choices a beneficiary has when inheriting a traditional or Roth IRA. It includes information on required minimum distributions.
Read MoreThis handout reviews the rules which allow higher income individuals to bypass income limitations and effectively make a Roth IRA contribution.
Read MoreThis handout highlights the rules regarding the exception to the 10% penalty for early retirement distributions. The handout also discusses the possible risks involved in implementing this strategy.
Read More