Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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CRS Report: Traditional and Roth Individual Retirement Accounts (PDF)
Congressional Research Service [CRS] [Guidance Overview] Feb. 16, 2022 33 pages. "This report explains IRAs' eligibility requirements, contribution limits, tax deductibility of contributions, and withdrawal rules, and it provides data on the accounts' holdings. It also describes the Retirement Savings Contribution Credit (also known as the Saver's Credit) ... Lastly, it explains provisions enacted after certain federally declared disasters, starting with the Gulf of Mexico hurricanes in 2005, that exempt distributions to qualified individuals from the 10% early withdrawal penalty." [RL34397, updated Feb. 15, 2022] |
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