There are subtle variations between what is considered an IRA transfer and what is considered an IRA rollover. Important to know – with either one for the rollover to be tax-free,...
When you find yourself as the beneficiary of an Individual Retirement Account (IRA) and the IRA owner passes away, you are told that you have received a tax-free inheritance. Well,...
Many forms of retirement benefits like annuities and pensions are reported on Form 1099-R. As long as you get a $10 or more distribution on your retirement plan, you will get copies...