2023 Chapter Additional resources
Chapter 5 Retirement:
IRS Publication 590-B
Check for abandonment of 401(k):
“I think all Chapter 5 instructors, Retirement, should have Publication 590-B as well as 2 related articles about hardship distributions from the Journal of Accountancy. They are free on the web.” Carol Wright
https://unclaimedretirementbenefits.com
https://www.irs.gov/retirement-plans/missing-participants-or-beneficiaries
FinCen Issues Initial Beneficial Ownership Reporting Guidance
Thank you to Carol Wright, Kristine Tidgren, and Adam Kantrovich for the Chapter 5 additional resources/information.
Chapter X