Tax Information for Plan Participant/Employee
Saving for Retirement
Benefits of saving now, eligibility and participation, putting money in and taking money out of your retirement account
Changes in Your Life May Affect Retirement Planning
Marriage, kids, divorce, or job changes may affect your retirement planning
When You Retire
Required minimum distributions, annuities and taxes on your retirement benefits
Retirement Plan Beneficiaries
When a participant dies
Retirement Topics
Alphabetical index of retirement plan topics - for individuals
Definitions
Common retirement plan terms
Retirement Plan Videos
The IRS Video portal contains video and audio presentations on a range of retirement plan topics of interest to small businesses, individuals and tax professionals.
Additional Resources for Individuals
Forms, publications and other government websites
