RETIREMENT - PLAN RULES
"This section
contains additional data that supplements basic information contained in
Your
Money Matters
and should be used
in conjunction with the material contained in Your
Money Matters."
Keeping Up to Date on Current Retirement Plan Regulations
It seems like the tax rules pertaining to retirement plans are
constantly being revised, interpreted, and tweaked by the U.S.
Congress. The best way to find out the current rules is to go
directly to the source: the IRS web site at
http://www.irs.ustreas.gov. In addition to regular updates of
changes in the regulations, you will find downloadable publications
that cover all of the various pension plans. Here are some of
the publications that cover current retirement plan rules:
Publication 721 – Tax Guide to U.S. Civil Service Retirement Benefits
Publication 17 – Your Federal Income Tax
Publication 517 – Social Security for Members of the Clergy and Religious Workers
Publication 554 – Tax Guide for Older Americans
Publication 560 – Retirement Plans for Small Business
Publication 571 – Tax-sheltered Annuity Programs for Employees of Public Schools and Certain Tax-exempt Organizations
Publication 575 – Pension and Annuity Income
Publication 590 – Individual Retirement Arrangements (IRAs)
Publication 915 – Social Security Benefits and Equivalent
Railroad Retirement Benefits