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Tax Information for Plan Participant/Employee

Saving for Retirement
Benefits of saving now, eligibility and participation, putting money in and taking money out of your retirement account

Changes in Your Life May Affect Retirement Planning
Marriage, kids, divorce, or job changes may affect your retirement planning

When You Retire
Required minimum distributions, annuities and taxes on your retirement benefits

Retirement Plan Beneficiaries
When a participant dies

Site Index – Information for Retirement Plans
Alphabetical index of retirement plan topics

Definitions
Common retirement plan terms

Retirement Plan Videos
The IRS Video portal contains video and audio presentations on a range of retirement plan topics of interest to small businesses, individuals and tax professionals.

Additional Resources for Individuals
Forms, publications and other government websites

Page Last Reviewed or Updated: 19-Sep-2014