IRS Nationwide Tax Forum Presentations - Retirement plans topics

For questions or comments about the IRS Nationwide Tax Forums, please contact taxforums@irs.gov. Below are slides and speakers' notes from IRS Nationwide Tax Forum seminars relating to retirement plans:

• 2019 Tax Forum Presentation – Retirement Plan Distributions PDF

• 2018 Tax Forum Presentation – Choosing the Right Retirement Plan PDF

• 2017 Tax Forum Presentation – Retirement Plan Distributions and Related Taxes PDF

• 2016 Tax Forum Presentation - SEP and SIMPLE IRA Plans: Strategies for Making Correct Contributions and Deductions PDF

• 2015 Tax Forum Presentation - SEP and SIMPLE IRA Plans - Avoiding Pitfalls PDF

• 2014 Tax Forum Presentation - Choosing the Right Retirement Plan PDF

• 2014 Tax Forum Presentation - Extra! Extra! Hear the Latest Retirement New and Hot Topics PDF

• 2013 Tax Forum Presentation - New Roth Conversion Opportunities & Other Retirement Curveballs PDF

• 2013 Tax Forum Presentation - Grab the Money and Run? Retirement Plan Loans and Hardship Distributions PDF

Additional resources 

• IRS Nationwide Tax Forum Information