Simple IRAs - FAQs

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An individual started a SEPP / 72(t) program from his IRA three years ago, now it's busted...
Can I Avoid Taking RMDs?
Can I Rollover or transfer an Inherited IRA?
Can I still receive contributions to SIMPLE while taking RMDs?
Can I terminate my SIMPLE IRA Plan in mid-year?
Can my client use the five-year rule to take distributions from the IRA? The owner was age 80 when he died
Does the absence of the decedent's name in an inherited IRA, invalidate the inherited IRA?
Does the early distribution penalty apply to distributions from an inherited IRA?
How do I report amount withhled for taxes?
How does a spouse beneficiary elect to treat the inherited IRA assets as his/her ‘own’?
How Should I Report a Rollover Contribution
I have clients who have excess contributions in their SEP and SIMPLE IRAs and we aren’t sure what to do with the excess contributions.
I received an Unexpected 1099-R. What Should I do?
I requested a distribution of $20,000 from my retirement account and elected to have 7% withheld for federal tax.
I think found a way to avoid taking RMDs. Can you tell me if it could work?
My client inherited an IRA from her uncle who reached age 70 in 2006, and died on January 31, 2007. Is she subject to......
My client inherited an IRA from his aunt in 2006. She was 75-years of age when she died. However he did not understand the rules and ...
My client’s four children are the beneficiaries of his IRA. They each split their share of the inherited IRA into separate inherited IRAs the year following ....
SEP employee excess contribution
Should rolled over amounts be on a 1099-R?
Transfer vs rollover for check deposit
What definition of compensation is used when making the 3% employer matching contribution or the 2% nonelective contribution to a SIMPLE IRA plan?
What is a transfer?
What is the least amount that can be withheld for tax from my distribution?
What is the required beginning date?
When can an employer terminate a SIMPLE IRA plan?
Whose Life Expectancy is used, when a second-generation (successor) beneficiary inherits a retirement account?