Individual retirement arrangements - Additional resources

Frequently asked questions

• Traditional and Roth IRA FAQs
• Waivers of the 60-day rollover requirement

Required minimum distributions

• Required Minimum Distribution Worksheets for IRAs
• Required minimum distributions (RMDs)
• FAQs regarding Required Minimum Distributions
• RMD comparison chart (IRAs vs. defined contribution plans)
• Chart of required minimum distributions for IRA beneficiaries

Forms

• Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. PDF
• Form 5305, Traditional Individual Retirement Trust Account PDF
• Form 5305-A, Traditional Individual Retirement Custodial Account PDF
• Form 5305-R, Roth Individual Retirement Trust Account PDF
• Form 5305-RA, Roth Individual Retirement Custodial Account PDF
• Form 5305-RB, Roth Individual Retirement Annuity Endorsement PDF
• Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and other Tax-Favored Accounts PDF
• Form 5498, IRA Contribution Information PDF
• Form 8606, Nondeductible IRAs PDF (Instructions PDF)
• Form 8880, Credit for Qualified Retirement Savings Contributions PDF

Publications

• Publication 3, Armed Forces' Tax Guide
• Publication 17, Your Federal Income Tax
• Publication 554, Tax Guide for Seniors
• Publication 560, Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)
• Publication 575, Pension and Annuity Income
• Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)
• Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)
• Publication 939, General Rule for Pensions and Annuities
• Publication 3125 PDF, An Important Message for Taxpayers with IRAs - IRS Does Not Approve IRA Investments PDF
• Publication 4118, Lots of Benefits - Retirement Plans Life Cycle PDF
• Publication 4587, Payroll Deduction IRAs for Small Businesses PDF

For individuals

• Cost-of-living adjustment increases
  Annual dollar limitations on benefits and contributions
• Changes in your life may affect retirement planning
• How IRAs Help to Increase Your Retirement Savings video
  Reasons for starting a retirement savings program

Department of Labor resources

• DOL’s Employee Benefits Security Administration Consumer Information on Retirement Plans
• Taking The Mystery Out Of Retirement Planning PDF
  A guide to assist you in retirement planning
• Top 10 Ways to Prepare for Retirement PDF
  Helpful hints to assist in your preparation for retirement
• Savings Fitness: A Guide to Your Money and Your Financial Future PDF
  A guide to assist you in setting your financial and retirement goals
• What You Should Know About Your Retirement Plan PDF
  An overview of the information a plan is required to disclose to employees and participants

Other government resources

• Federal Deposit Insurance Corporation
• Social Security Administration
• Securities and Exchange Commission
  Calculators for investors
• usa.gov
  Official information and services from the U.S. government
• U.S. Financial Literacy and Education Commission
  Providing financial education resources for all Americans