Individual Retirement Accounts (IRAs)
- ★ What is an IRS Form 1099-R?
- ★ Tax documents and reporting rules for IRA and 401(k)s
- ★ Choosing between a Traditional IRA and a Roth IRA
- What are the spousal benefits of an IRA?
- Benefits of an IRA: Using your spouse’s income for IRA contributions
- Benefits of an IRA: Flexible beneficiary distribution option