Transcription of CHOOSING A RETIREMENT SOLUTION - IRS tax forms
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CHOOSING A RETIREMENT SOLUTION - IRS tax forms
CHOOSING A. RETIREMENT SOLUTION . FOR YOUR SMALL BUSINESS. CHOOSING a RETIREMENT SOLUTION for Your Small Business is a joint project of the Department of Labor's Employee Benefits Security Administration (EBSA) and the Internal Revenue Service. To view this and other EBSA publications, visit the agency's website at: To order publications or request assistance from a benefits advisor, contact EBSA electronically at: Or call toll free: 866-444-3272. This publication will be made available in alternative format to persons with disabilities upon request. Voice Phone: (202) 693-8664. TTY: (202) 501-3911. This publication constitutes a small entity compliance guide for purposes of the Small Business Regulatory Enforcement Fairness Act of 1996.
A Roth program that can be added to a 401(k) plan to allow participants to make after-tax contributions into separate accounts, providing an additional way to save for retirement. Distributions upon death or disability or after age 59 1/2 from Roth accounts held for 5 years, including earnings, are generally tax-free.
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