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. The IRA and Retirement Plan Quickfinder Handbook provides quick answers to questions involving eligibility, making contributions, limits on contributions and elective deferrals, covering employees, how distributions are taxed and when they are required, penalties, and selecting beneficiaries, just to name a few.
Whether encountering questions when preparing returns or advising a client on his or her retirement plan options, this handbook will provide you with the answers you need in a
quick-access, easy-to-read format. In addition, you’ll have all the different IRA and retirement plan amounts right at your fingertips.
With this handbook, you’ll get:
Tax Cuts and Jobs Act (TCJA) coverage includes:
Publisher: Thomson Reuters Checkpoint
Publication Date: 2018
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