Retirement Planning
- ★ 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
- Benefits of an IRA: Sharing IRAs in divorce settlements
- I’m inheriting a non-spouse traditional IRA beneficiary, what should I know?
- I am a non-spouse inheriting a traditional IRA, and the account owner died before they began RMDs
- I’m inheriting a non-spouse traditional IRA beneficiary on or after the required beginning date (RBD)
- IRA transactions that are not allowed (prohibited transactions)
- Consequences of ineligible IRA rollovers
- Tax withholdings for your IRA distributions
- What is an IRS Form 8606?
- What is an IRS Form 5329?
- What is an IRS Form 5498?
- Are contributions to my Traditional IRA deductible?
- How much can I contribute to my IRA account?
- What are the income limitations for IRA contributions?