Article: Final Regs on Deemed IRAs.(Individual Retirement Accounts)(Brief Article)

The IRS has issued final, temporary (T.D. 9142), and proposed (REG-101447-04) regulations providing guidance under Section 408(q) regarding accounts or annuities that are part of qualified employer plans but are to be treated as individual retirement plans.

The regs specify that if deemed IRAs are held in a single trust that includes the qualified employer plan, the trustee must maintain a separate account for each deemed IRA and the qualified employer plan. The regulations retain the rule in the earlier proposed regulations that a separate annuity is to be established under the plan with ...

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