Required minimum distributions
- Required Minimum Distribution Worksheets for IRAs
- Required Minimum Distributions (RMDs)
- FAQs regarding Required Minimum Distributions
- RMD Comparison Chart (IRAs vs. Defined Contribution Plans)
- Chart of required minimum distributions for IRA beneficiaries
Forms
- Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
- Form 5305, Traditional Individual Retirement Trust Account
- Form 5305-A, Traditional Individual Retirement Custodial Account
- Form 5305-R, Roth Individual Retirement Trust Account
- Form 5305-RA, Roth Individual Retirement Custodial Account
- Form 5305-RB, Roth Individual Retirement Annuity Endorsement
- Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and other Tax-Favored Accounts
- Form 5498, IRA Contribution Information
- Form 8606 (Instructions), Nondeductible IRAs
- Form 8880, Credit for Qualified Retirement Savings Contributions
Publications
- Publication 3, Armed Forces' Tax Guide
- Publication 17, Your Federal Income Tax
- Publication 554, Tax Guide for Seniors
- Publication 560, Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)
- Publication 575, Pension and Annuity Income
- Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)
- Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)
- Publication 939, General Rule for Pensions and Annuities
- Publication 3125, An Important Message For Taxpayers With IRAs - IRS does not approve IRA investments
- Publication 4118, Lots of Benefits - Retirement Plans Life Cycle
- Publication 4587, Payroll Deduction IRAs for Small Businesses
Financial institutions
For individuals
- Cost-of-Living Adjustment Increases
Annual dollar limitations on benefits and contributions - Changes in Your Life May Affect Retirement Planning
- How IRAs Help to Increase Your Retirement Savings video
Reasons for starting a retirement savings program
Department of Labor resources
- DOL’s Employee Benefits Security Administration Consumer Information on Retirement Plans
- Taking The Mystery Out Of Retirement Planning (PDF)
A guide to assist you in retirement planning - Top 10 Ways to Prepare for Retirement (PDF)
Helpful hints to assist in your preparation for retirement - Savings Fitness: A Guide to Your Money and Your Financial Future (PDF)
A guide to assist you in setting your financial and retirement goals - What You Should Know About Your Retirement Plan (PDF)
An overview of the information a plan is required to disclose to employees and participants
Other government resources
- Federal Deposit Insurance Corporation
- FirstGov
A one-stop portal to Federal Government public websites - Social Security Administration
- Securities and Exchange Commission
Calculators for investors - usa.gov
Official information and services from the U.S. government - U.S. Financial Literacy and Education Commission
Providing financial education resources for all Americans