2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

Kathy; In Feb 2005 my wife closed her 401k plan at a job she last worked at in 2003` and had it put the entire amount of 19,547.00 into an IRA thru our bank. In Jan 2006 we received two 1099-R forms ...