Discussion:Terminating Keogh Plan
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Discussion Forum Index --> Tax Questions --> Terminating Keogh Plan
| 25 January 2007 | |
| I have a client who has had a Keogh Money Purchase Plan for some years now. She is quitting her business, wants to end the Keogh and roll funds over into an IRA. Other than filing a final Form 5500-EZ, is anything else required? | |
Death&Taxes (talk|edits) said: | 25 January 2007 |
| A Keogh is for the self-employed, so there would be no Board of Directors. Only need file the last 5500 in my opinion. | |
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