Topics

• Simplified employee pension (SEP)
• SIMPLE retirement plan
• Qualified plan
• Individual retirement arrangement (IRA)

Useful Items

Publication

• 560   Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)
• 590   Individual Retirement Arrangements (IRAs) (Including Roth IRAs and Education IRAs)

Form (and Instructions)

• W-2   Wage and Tax Statement
• 5304-SIMPLE   Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) (Not Subject to the Designated Financial Institution Rules)
• 5305-SIMPLE   Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) (for Use With a Designated Financial Institution)

Previous| First | Next

Publication Index | IRS-Forms Main | Home