Self-Directed IRAs
Resources
Links
FAQs

Resources

• IRS Publication 590 - Individual Retirement Arrangements
• IRS Publication 598 - Tax on Unrelated Business Income of Exempt Organizations
• IRS Publication 554 - Older American's Tax Guide
• IRS Publication 571 - Tax Sheltered Annuity Plans 403(b)
• IRS Publication 575 - Pension and Annuity Income
• IRS Publication 3125 - An Important Message for Taxpayers with IRAs: The IRS Does NOT Approve IRA Investments
• IRS Publication 4118 - Lots of Benefits - Retirement Plans Life Cycle
• IRS Publication 4405 - Have you had your Check-up this year? for SIMPLE IRAs, SEPs, and Similar Retirement Plans
• IRS Publication 4406 - 403(b) and 457 Retirement Plans (with plan feature comparison chart)
• Internal Revenue Code Sec. 4975 Tax on Prohibited Transactions
• Summary/Comparison of IRAs and Related Products
• 403(b) and 457 Retirement Plan Brochure

• Topic 309 - Roth IRA Contributions
• Topic 413 - Rollovers from Retirement Plans
• Topic 428 - Roth IRA Contributions
• Topic 424 - 401(k) Plans
• Topic 557 - Tax on Early Distributions from Traditional and Roth IRAs
• Topic 558 - Tax on Early Distributions from Retirement Plans
• Topic 451 - Individual Retirement Arrangements