June Tandy is covered under a SIMPLE IRA at Barker Jones Auction House where she is employed. This year, no salary deductions or employer contributions were allocated to her SIMPLE IRA. If June makes a contribution to her personal IRA this year, her deduction limit will be based on those applying to a person who is not an active participant in a qualified retirement plan.

Qualified plan minimum distribution rules apply to Section 457 plans.

Following ERISA guidelines for qualified plan investments generally results in selecting from a rather narrow range of investment strategies.

An employee can use an employer-provided legal service plan to obtain legal advice on a divorce proceeding.

In addition to elective salary reduction contributions, which of the following may be used as an alternative for making contributions into a 401(k) plan?

A sole proprietor must have employees to establish a Keogh retirement plan.

What is the usual tax treatment of unfunded severance plan payments?

For the planning process, it is helpful to have employee census information for

Which of the following terms identify a type of employer (not employee) contribution to a 401(k) plan?(I)salary reduction(II)formula matching(III)discretionary matching(IV)pure discretionary

Which of the following actions are ways a person can get a tax deduction for health care?(I)itemize deductions(II)have medical expenses that exceed the floor for medical expense deductions(III)get a dollar-for-dollar credit on Form 1040(IV)get a first-dollar 100% reimbursement on Form 1040