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SIMPLE IRA Checklist

SIMPLE IRA Checklist
Updated on January 23, 2014

This IRS SIMPLE IRA Checklist is intended to aid in keeping SIMPLE IRA plans in compliance with tax rules. However, the 10-question checklist is not intended to be a complete description of all plan requirements.

The file is in Adobe Portable Document Format (.pdf), and you will need the free Acrobat Reader to view and print the file. 

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