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Tax Form 5498

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...

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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...

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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...

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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....

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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,...

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Tax Form Focus: IRS Form 5329

As a self-directed IRA owner, you should monitor the tax forms related to IRA investing to ensure you’re receiving the tax advantages available to you and paying tax when necessary....

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