SEPP is not Busted Because Of Additional Distributions that Qualify for Another Exception?
by Denise Appleby CISP, CRC, CRPS, CRSP, APA Written May 15, 2009 132 T.C. No. 15 UNITED STATES TAX COURT GREGORY T. AND KIM D.
Retirement Plans for Small Businesses
Employer-sponsored retirement plans that are ideally suited for business with 1 to 100 employees
Explore
Starting and Maintaining a Business: Tips and Resources
; Resource Source How do I Write a business plan? Business.gov How do I Start a home-based business Business.gov How do I Register a business
Articles explaining features, benefits, rules and regulations
R.O.B.S. A Retirement Nest Egg to fund a Start-up? That’s Risky Business! Maximizing Contributions to Employer Plans: Qualified Plan Selections for Small Businesses SEP IRA
Resources for Maintaining a Retirement Plan
from the IRS : “The Navigator” – Navigating Employer Information on Retirement Plans: Small business owner uses “The Navigator” to help choose and operate a
How to Avoid and Fix Mistakes With Retirement Plans
Revenue Procedure 2008-50 : Revised Voluntary Correction Program (VCP) for Retirement Plans from the IRS. See also the Redlined version from Gary lesser. This revenue
Resources from the IRS
Small Business and Self-Employed Tax Center Tax Information For Businesses Independent Contractor (Self-Employed) or Employee? Publication 334 , Tax Guide for Small Business (For Individuals
Retirement Planning Calculators and Software for Small Businesses
Projected Financial Statements.com. Produce statements in-house that will give you credibility with banks or with upper management. 401(k) ADP/ACP testing software Retirement Plan Illustration Service
Retirement Plans for Small Businesses
2-Year Rule (SIMPLE IRA)
Definition 2-year restriction placed on transfers, rollovers and conversions of SIMPLE IRA assets. Under this restriction, SIMPLE IRA assets are ineligible to be transferred, rolled
