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Retirement Planning

Age Rule

In order to contribute to a Traditional IRA, it is important to note that an individual must be under the age of 70 ½ for the entire year. This is a crucial rule to keep in mind when considering making a regular contribution to an IRA. It ensures that individuals are eligible to contribute and helps regulate the process of contributing to a Traditional IRA.

Form 5329

The form for reporting early withdrawals, also known as premature withdrawals, to the IRS is commonly referred to as the W-2 form. This form is used to report any taxable in...

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Excess Contribution

An IRA contribution that surpasses the maximum legal limit is considered an excess contribution and is subject to penalty taxes. These taxes are imposed for each year that t...

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Qualified Retirement Plan Definition

A qualified retirement plan is a valuable tool for both employers and employees, offering tax advantages that are granted by meeting specific criteria outlined in the Intern...

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Age Rule

In order to contribute to a Traditional IRA, it is important to note that an individual must be under the age of 70 ½ for the entire year. This is a crucial rule to keep in ...

More