This handout discusses a taxpayer's various sources of retirement income including Social Security, pension, and IRA distributions. Age-specific requirements and tax implications are highlighted.
Read MoreThis handout discusses the tax advantages and rules of traditional IRAs. It also includes the phaseouts for deducting contributions for taxpayers who are also covered by an employer-sponsored plan.
Read MoreThis handout discusses the various types of IRAs and the tax benefits and implications of each. It also discusses the effect of the taxpayer's participation in prohibited transactions within these types of accounts.
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