Government Publications

IRS Publication 560 - Small Business Retirement Plans

IRS Publication 590 - Individual Retirement Accounts

IRS Publication 575 - Pensions and Annuities

Publication 505 - Tax Withholding and Estimated Tax

Publication 529 - Miscellaneous Deductions

Publication 550 - Investment Income and Expenses

Publication 553 - Highlights for New Tax Laws

IRS Publication 598 - Tax on Unrelated Business Income

IRS Publication 970 - Tax Benefits for Higher Education

Publication 939 - General Rule for Pensions and Annuities

Internal Revenue Code

Internal Revenue Code - 408 Individual Retirement Accounts

Internal Revenue Code 408(a) - Roth IRA

Internal Revenue Code 4975 - Taxes on Prohibited Transactions

IRS Tax Topics

Tax Topic 451 – Individual Retirement Accounts

IRA-Based Plans

FAQs regarding IRAs

Check-Up for Your SIMPLE IRA, SEP or Similar Plan

Tax Topic 309 - Roth IRA Contributions

Topic 355 - Estimated Tax

Tax Topic 410 – Pensions and Annuities

Topic 411 - Pensions – the General Rule and the Simplified Method

Tax Topic 412 – Lump Sum Distributions

Tax Topic 413 - Rollovers from Retirement Plans

Topic 423 - Social Security and Equivalent Railroad Retirement Benefits

Tax Topic 424 – 401(k) Plans

Tax Topic 428 – Roth IRA Distributions

Topic 502 - Medical and Dental Expenses

Topic 555 - Ten–Year Tax Option for Lump–Sum Distributions

Topic 557 - Tax on Early Distributions from Traditional and ROTH IRAs

Tax Topic 558 – Tax on Early Distributions from Retirement Plans

Unrelated Business Income Tax - General Rules

Unrelated Business Income Tax - Special Rules