IRS Resources - McLean Estate Plan

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IRS Resources

Planning for Retirement?

Retirement Savings Contributions Credit (Savers Credit)
Choosing a Retirement Plan: 403(b) Tax-Sheltered Annuity Plan
Resources - IRA Based Plans
Choosing a Retirement Plan
FAQ's regarding IRAs
Publication 915, Social Security and Equivalent Railroad Retirement Benefits
Publication 554, Older Americans' Tax Guide
Publication 590, Individual Retirement Account
Publication 575, Pension and Annuity Income
Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits
Publication 564, Mutual Fund Distributions
Publication 4334, SIMPLE IRA Publication
Publication 939, General Rules for Pensions and Annuities
Credit for the Elderly or the Disabled
Credits

Persons with Disabilities

Publication 3966, Taxpayers with Disabilities
Publication 907, Tax Highlights for Persons with Disabilities
Publication 524, Credit for the Elderly or Disabled
Publication 502, Medical and Dental Expenses

Decedents

Publication 559, Survivors, Executors and Administrators
Form 56, Notice Concerning Fiduciary Relationship
Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 4810, Request For Prompt Assessment Under Internal Revenue Code Section 6501(d)
Attribution: IRS.gov, November 2011