Tax Form Focus: IRS Form 5498
If you own an IRA (including an inherited IRA), you should receive an IRS Form 5498 every year that a reportable event took place. IRA custodians use this form to report...
Update: 2020 IRA Exemptions and Exceptions
With high hopes that 2021 will bring fewer last-minute, emergency changes to tax and IRA-related rules than we saw in 2020, now may be a good time to clear up...
STRATA IN THE COMMUNITY: HOTAN254
The Heart of Texas Autism Network (HOTAN254) hosted Waco’s annual Autism Run/Walk on April 17, 2021. This event raises awareness and collects funds to support programs and activities used to...
5 Retirement-Smart Ways to Use Your Tax Refund
If you receive a tax refund this year consider putting that money to work for you instead of spending it. You can save and/or invest that money for your future...
What Tax-Free Growth Looks Like
Whether you’re saving for retirement or another financial goal, it’s important to consider how the tax benefits available with different types of accounts will help you reach your financial objectives....
2020 IRS Tax Filing Extension and the Impact on Your IRA
On March 17, 2021, the Treasury Department and the Internal Revenue Service announced an extension of the 2020 tax filing deadline, shifting the normal April 15 deadline to May 17,...
