IRA Online Resource Guide - Information for Tax and Benefit Professionals |
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IRA-related resources to help you help your clients prepare for retirement - and keep their retirement plans within the law.
The most recent editions of IRA-related Forms and Publications can be viewed and downloaded here. Our web site offers the latest information on a broad range of retirement related topics. Links to other Federal agency internet sites useful for IRA and IRA-based retirement plan information can be accessed here.
You are a trusted source of information for your clients. Point them to material that will help them make good choices in retirement planning. Publication 3998, Choosing a Retirement Solution for Your Small Business has information to convince a business owner to set up a retirement plan and help select the type of plan that makes the most sense for that business. Selecting the type of retirement plan that is best suited to an individual business' situation will help facilitate achieving retirement planning goals and minimize effort and expense in maintaining a plan. Many problems in plan operation can be traced to the adoption of plans not suited for a particular business.
The latest information on abusive tax transactions and schemes involving retirement plans are described here.
IRA-related research material includes:
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Page Last Reviewed or Updated: May 11, 2009