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  1. Guideline Inc.
  2. Individual Retirement Accounts (IRAs)
  3. Retirement Planning

Retirement Planning

  • ★ What is IRS Form 1099-R and when can I expect to receive it?
  • ★ Tax documents and reporting rules for IRA and 401(k)s
  • 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 IRS Form 8606?
  • What is IRS Form 5329?
  • What is IRS Form 5498?
  • Are contributions to my Traditional IRA deductible?
  • Choosing between a Traditional IRA and a Roth IRA
  • How much can I contribute to my IRA account?
  • What are the income limitations for IRA contributions?

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