Form 5498 documents individual retirement account (IRA) contributions, rollovers and distributions. You don’t need to fill it out or send it to the IRS — just keep it for your records. Many, or all, ...

The IRA provider must file this form every year for every IRA it manages. The form reports the prior year-end fair market value of the IRA, whether any contribution was made to the account for the ...

Questions answered by Marc Hebert, president of The Harbor Group Inc., a registered investment adviser. Ask A Question Do you know where the beneficiary forms are to your individual retirement ...

Tax forms can be confusing and a hassle, but you don't even have to file a 5498 form. Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated.

For high-income earners, the 'backdoor Roth IRA' offers a legal pathway to enjoy Roth benefits despite income restrictions.

When you think of estate planning, most people think about getting their wills and trusts in order. But for many investors, their IRA or 401(k) beneficiary designation form will control the ...

I just received Form 5498 in the mail from my IRA administrator, reporting my 2014 contribution to my IRA. What do I need to do with this form, and why did I receive it now? Form 5498 reports your ...

The beneficiary form is the single most important estate-planning document of individual retirement accounts and Roth IRAs, determining the ultimate value of the accounts, who ends up with the money ...

We are receiving more calls about inherited IRAs from advisors than ever before. The first thing we ask is: Where’s the beneficiary form? … and then uh oh ... silence! Checking the beneficiary form is ...