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Traditional IRAs
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# Numbers
1035 Exchange (Section 1035 Exchange)
1099-R ( IRS Form 1099-R )
2-Year Rule ( SIMPLE IRA)
401(k) Plan
401(k) stock ownership plan (KSOP)
403(a) Annuity Plan
403(b) Plan
412(i) Plan
457 Plan
5-percent owner
5329 (Form 5329)
5330 (IRS Form 5330)
5498 ( Form 5498)
5500 (5500 Annual Return/Report)
59 ½ (Age )
60 day Period ( for Rollovers)
60-day rollover rule
70 ½ (Age )
72(t) Payments / Substantially Equal Periodic Payment (SEPP)
8606 (Form 8606)
8880 (IRS Form)
8888 (Form 8888)
ACATS (Automated Customer Account Transfer Service )
Accumulation Phase
ACP (Actual Contribution Percentage )Test
Active Participant
Adjusted closing balance
Adjusted Gross Income
Adjusted Net Business Income(ANBI)
Adjusted opening balance
Adoption Agreement
ADP Test (Actual Deferral Percentage Test)
Affiliated Service Group (ASG)
After-tax contributions
Age 59 ½
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