Corrections to IRS Publication 1220
IRS issues correction for filing retirement forms The IRS has issued Announcement 2009-7, which provides updates and corrections to IRS Publication 1220, Specifications for Filing
Advisor Retirement Planning Resources
Tools that the financial, tax and legal advisor may use to simplify the rules and regulations that apply to tax-deferred retirement savings accounts- IRAs, Roth IRAs, employer 401(k) plans.
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Advocacy Small Business Statistics and Research SBA FAQ
Small Business Frequently Asked Questions (FAQ) – [HTML file] – Provides answers to basic questions about small business. [PDF file] – [Text file]
Form 8880 (IRS Form)
Definition IRS Form 8880 is used to figure out the amount of Saver’s Credit for which an individual is eligible, and includes a built in
Marital Property State & Community Property State
Definition State where assets earned during a marriage are deemed to be the joint property of the married couple. Community property states are Arizona, California,
5500 (5500 Annual Return/Report)
Definition Form used to report information concerning employee benefit plans and Direct Filing Entities (DFEs). Any administrator or sponsor of an employee benefit plan that
5330 (IRS Form 5330)
Definition IRS form used to report the tax on the following items: A minimum funding deficiency (section 4971). Nondeductible contributions to qualified plans (section 4972).
5498 (Form 5498)
Definition Form 5498 (or IRS Form 5498 or 5498). Form 5498, IRA Contribution Information, is a form that must be issued by IRA custodians and
1099-R ( IRS Form 1099-R )
Definition Form 1099-R (or IRS Form 1099-R or 1099-R). Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., is a
ERISA -Employee Retirement Income Security Act of 1974
Definition Federal law that defines standards by which welfare benefit plans and qualified plans must operate. For instance, if your employer maintains a qualified plan, ERISA
Age Related Issues
June 2008: The Employee Benefit Research Institute (EBRI): Expected Age of Retirement … and Working in Retirement. What is the age at which American workers
