Page 18 - 2020 Tax Deductions - Individuals
P. 18

5. Retirement Savings















                                                                            05             Retirement Savings



                                                                                           • Traditional IRAs
                                                                                           • Roth IRAs
                                                                                           • IRA Rollovers
                                                                                           • 401(k) and Similar Plans
                                                                                           • Self-Employed retirement
                                                                                              plans
                                                                                           • SEPs
                                                                                           • SIMPLEs
                                                                                           • Retirement Savers credit
                                                                                           • Custodial/Trustee fees
                                                                                           • Employer-paid retirement
                                                                                              planning advice
                                                                                           • Charitable transfers of IRA
                                                                                              distributions
                                                                                           • Qualified longevity annuity
                                                                                              contracts
                                                                                           • Loans and hardship
                                                                                              distributions from retirement
                                                                                              plans



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