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IRAs and SEPs

Section 17.1 IRAs, SEPs and Simple Plans

A—Introduction To Individual Retirement Plans (IRAs)

B—IRA Contribution, Deduction And Credit Limitations

C1—Distribution Rules

C2—Taxation Of Distributions

C3—Distributions from IRAs to Charitable Organizations

D—Tax Free Rollovers

E—IRA Administrative Rules

F—Employer Sponsored IRA Plans

H—SEPs And Simple Plans

I—Coverdell Education Savings Accounts (Education IRAs)

J—IRAs - Frequently Asked Questions

K—Designated Roth Accounts - Frequently Asked Questions

L—SEP (Simplified Employee Pension Plan) - Frequently Asked Questions

M—SIMPLE IRAs - Frequently Asked Questions

Section 17.2 Required Minimum Distributions from Traditional IRAs After Age 70½

A—Introduction—Required Minimum Distributions

B—The Required Beginning Date ("RBD") at Age 70½

C—Determining the Minimum Distribution Amount When the Account Holder Lives Beyond Age 70½

D—Determining Minimum Distribution Amounts After the Death of the Account Owner

E—Minimum Distribution Rules When There Is More Than One IRA

F—Rules for Qualified Domestic Relations Orders ("QDROs")

G—Distributions Under A Defined Benefit Plan

H—Minimum Distributions Through An Annuity Contract

I—Required Reporting of IRA Minimum Required Distributions

L—Planning Considerations Under The Revised Final Regulations

M—IRS Actuarial Tables And Uniform Lifetime Table

N—Traditional IRA Distribution Flowchart

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