- 2-Year Rule ( SIMPLE IRA)
- 5-percent owner
- 59 1/2 ( age 59 1/2)
- 60-day rollover rule
- 70 1/2 (Age 70 1/2)
- 72(t) Payment
- 401(k) Plan
- 403(b) Plan
- 412(i) Plan
- 457 Plan
- 1035 Exchange
- 1099-R ( Form ) – Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.)
- 5329 ( Form) Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
- 5330 (Form) –Return of Excise Taxes Related to Employee Benefit Plans
- 5498 ( Form ) – IRA Contribution Information,
- 5500 (Form)
- 8606 ( Form 8606 ) – Nondeductible IRAs,
- 8880 ( Form 8880)– Credit for Qualified Retirement Savings Contributions
- 8888 ( Form 8888 ) – Direct Deposit of Refund to More Than One Account
Applicable RMD Age
Applicable RMD Age The first year for which an IRA owner or plan participant must begin to take RMDs from their tax-deferred retirement account. RMDs
