Title

Overview

IRA Contributions FAQ: 

Explanations of the rules and regulations that apply to IRA (participant) Contributions. This does not include  rollover contributions

IRA Deductibility

Guidelines on determining whether an IRA contribution is deductible  

Traditional IRA Distribution Timeline

A focus on when the 10% early distribution penalty and the excess accumulation penalty could apply. Information is also include on when distributions are option, vs. when they are mandatory

IRA Year-End Review -2007

A review of the rules and regulations that apply to transactions that are required to be completed by year end, as well as an overview of some operational requirements

Title

Overview

A quiz that allows users to test their understanding of the material provided in the IRA Year-End Review tutorial for 2007

• How much of a distribution can be rolled over in an RMD Year

• Which IRS Forms are Used for What Purpose?