Distribution Planning Tips and Solutions from the IRS

Last Updated April 12, 2009

2007 Tax Forum Presentation - Tax Issues on Distributions from Retirement Plans: This presentation focuses on the tax issues on distributions on retirement plans before retirement, at retirement and after retirement.
2006 Tax Forum Presentation - Accessing Money From a Retirement Plan: Information on ways to access retirement money before retirement - loans and rollovers and pre-retirement distributions.
IRS Publication 575-Pension and Annuity Income
IRS Publication 939- General Rule for Pensions and Annuities