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
Thank you to Carol Wright, Kristine Tidgren, and Adam Kantrovich for the Chapter 5 additional resources/information.