# Numbers
- 2-Year Rule ( SIMPLE IRA)
- 5-percent owner
- 59 1/2 ( age 59 1/2)
- 60-day rollover rule
- 70 1/2 (Age 70 1/2)
- 72(t) Payment
- 401(k) Plan
- 403(b) Plan
- 412(i) Plan
- 457 Plan
- 1035 Exchange
- 1099-R ( Form ) - Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.)
- 5329 ( Form) Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
- 5330 (Form) -Return of Excise Taxes Related to Employee Benefit Plans
- 5498 ( Form ) - IRA Contribution Information,
- 5500 (Form)
- 8606 ( Form 8606 ) - Nondeductible IRAs,
- 8880 ( Form 8880) - Credit for Qualified Retirement Savings Contributions
- 8888 ( Form 8888 ) - Direct Deposit of Refund to More Than One Account