IRS Form 5498 is one of the most overlooked but critically important IRA forms. While Form 1099-R usually gets attention during tax time for reporting distributions, Form 5498 plays a ...
Tax season is in full swing (everyone’s favorite time of year, right?!) and 1099s are in the process of being developed and ...
Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made ...
Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...
Most people I talk to haven’t been educated on the difference between Roth IRA vs Taxable Account vs IRA. This is especially true with taxable accounts. Many investors are only familiar with the “tax ...
Retirement planning can feel like solving a jigsaw puzzle, especially for high-income households. If you're earning too much to qualify for a Roth IRA directly, you might assume that the Roth IRA's ...
Owning high yield dividends, doing backdoor conversions, and custodial Roth IRAs are just a few options Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial ...
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