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previous pagePrevious Page: Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > General/Taxability Issues including Distributions, Early Withdrawals, 10% Additional Tax, Defaulted Loans
next pageNext Page:  Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Operations
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Frequently Asked Tax Questions

Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) - Plan Design


Rev. date: 1/2009

How long do I have to roll over a retirement distribution?


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previous topic occurrence 1099-R next topic occurrence
previous topic occurrence Lump-Sum Distribution next topic occurrence
previous topic occurrence Penalty, Early Distributions from IRAs and Plans next topic occurrence
previous topic occurrence Pension and Annuity Income next topic occurrence
previous topic occurrence Profit Sharing Plan next topic occurrence
previous topic occurrence Qualified Plan next topic occurrence
previous topic occurrence Retirement Plan next topic occurrence
previous topic occurrence Rollover next topic occurrence
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Rev. date: 1/2009

I am a plan sponsor. Where can I find additional information on retirement plan document design requirements and the IRS Determination Letter Program?


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previous topic occurrence Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only) next topic occurrence
previous topic occurrence Annual Return/Report of Employee Benefit Plan (Info Copy Only) next topic occurrence
previous topic occurrence Application for Determination for Employee Benefit Plan (Info Copy Only) next topic occurrence
Enrolled Retirement Plan Agent Program (ERPA)
previous topic occurrence Penalty, Early Distributions from IRAs and Plans next topic occurrence
previous topic occurrence Plan next topic occurrence
Program Sponsor Agreement for Continuing Education for Enrolled Retirement Plan Agents
previous topic occurrence Qualified Plan next topic occurrence
previous topic occurrence Retirement Plan next topic occurrence
Retirement Plan Information (Info Copy Only)
previous topic occurrence Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) next topic occurrence
previous topic occurrence SEP-IRA next topic occurrence
previous topic occurrence SIMPLE IRA next topic occurrence
previous topic occurrence Tax Sheltered Annuity next topic occurrence

You may find additional information on the IRS website.
previous pagePrevious Page: Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > General/Taxability Issues including Distributions, Early Withdrawals, 10% Additional Tax, Defaulted Loans
next pageNext Page:  Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Operations
 Use previous pagenext page to find additional instances of index items.