Real Estate Investing Through Self-Directed Qualified Plan Retirement Accounts

Government Information Regarding Retirement Plans:

For your convenience, we have included relevant government material regarding Individual Retirement Arrangements (IRAs).

Please Note: The information presented below is for education purposes only and should not be construed as tax, legal, or investment advice. Whenever making an investment decision please consult with legal, tax and accounting professionals.

IRS Publications

(click to go to www.irs.gov)

IRS Publication 560 - Small Business Retirement Plans

IRS Publication 590 - Individual Retirement Accounts

IRS Publication 575 - Pensions and Annuities

IRS Publication 505 - Tax Withholding and Estimated Tax

IRS Publication 529 - Miscellaneous Deductions

IRS Publication 550 - Investment Income and Expenses

IRS Publication 553 - Highlights for New Tax Laws, IRS Forms and Instructions

IRS Publication 598 - Tax on Unrelated Business Income Form 1040EZ

IRS Publication 970 - Tax Benefits for Higher Education

Instructions for Form 1040EZ

Income Tax Form 1040EZ

Articles of Interest

Publication 939 -General Rule for Pensions and Annuities

Internal Revenue Service"Beware of Guaranteed IRA Investments"

Internal Revenue Code

Choosing a Small Business Retirement Plan

Internal Revenue Code 408 - Individual Retirement Accounts

Internal Revenue Code 408(a) - Roth IRA

Internal Revenue Code 4975 � Taxes on Prohibited Transactions

Internal Revenue Code 511� Tax on Unrelated Business Income

Tax Topics

Tax Topic 309 - Roth IRA Contributions

Tax Topic 410 - Pensions and Annuities

Tax Topic 412 - Lump Sum Distributions

Tax Topic 413 - Rollover from Retirement Plans

Tax Topic 424 - 401(k) Plans

Tax Topic 428 - Roth IRA Distribution

Tax Topic 451 - Individual Retirement Accounts

Tax Topic 558 - Tax on Early Distributions

Disclaimer: The information contained in this site is provided for general information only and should not serve as a substitute for legal advise from an attorney familiar with the facts and circumstances of your specific situation. The Laurel Group of Prudential Fox Roach performs real estate and business brokerage transactional services.