Discussion:Terminating Keogh Plan

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Discussion Forum Index --> Tax Questions --> Terminating Keogh Plan


RussR (talk|edits) said:

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?

Jusducki (talk|edits) said:

25 January 2007
A Board Resolution formally terminating the plan.

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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