News & Events

2019 Instructions for Forms 1099-R and 5498 Posted

(January 2, 2019) The IRS has posted 2019 versions of Forms 1099-R and 5498, as…

Publication 590-A Posted

(January 2, 2019) The IRS has posted Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)…

2019 Forms 1099-R and 5498 Posted

(December 21, 2018) The IRS has posted the 2019 versions of Form 1099-R, Distributions From…

2018 IRA/HSA Contribution Deadline April 15th For Most; Extended For Some

(December 19, 2019) The deadline for making IRA contributions (i.e., regular contributions, spousal contributions and…

Retirement Plan Legislation Proposed

(November 29, 2018) On November 26, 2018, the House Ways and Means Committee Chairman Kevin…

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