IRA
Definition Individual retirement arrangement (IRA) is an umbrella term that covers individual retirement account and individual retirement annuity. These are retirement savings vehicles established by
SEP IRA
Simplified employee pension (SEP) plan for which the funding vehicle is a traditional IRA. SEP Plans are funded by employers.
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IRS Says Transfer Results in a Modification of a SOSEPP / 72(t): PLR 200925044
www.retirementdictionary.com The IRS recently issued private letter ruling (PLR) 200925044, in which they ruled that a partial transfer from an IRA (from which a SOSEPP
SEPP is not Busted Because Of Additional Distributions that Qualify for Another Exception?
by Denise Appleby CISP, CRC, CRPS, CRSP, APA Written May 15, 2009 132 T.C. No. 15 UNITED STATES TAX COURT GREGORY T. AND KIM D.
