IRA Related IRS Publications

IRS Publications Concerning IRAs & Small Business Plans

• IRS Publication 529 – Miscellaneous Deductions

• IRS Publication 550 – Investment Income and Expenses

• IRS Publication 560 – Small Business Retirement Plans

• IRS Publication 575 – Pensions and Annuities

• IRS Publication 590 – Individual Retirement Accounts – The prohibited transactions are explained in this publication.

• IRS Publication 598 – Tax on Unrelated Business Income

IRS Publications Concerning Health Savings & Education Plans

• Publication 502 – Medical and Dental Expenses

• Publication 939 – General Rule for Pensions and Annuities

• Publication 969 – Health Savings Accounts and Other Tax-Favored Health Plans

• IRS Publication 970 – Tax Benefits for Higher Education