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, ...
Kansas government retirees faced significant delays receiving their 1099-R tax forms last year due to issues at a U.S. Postal Service distribution center. The Kansas Public Employees Retirement System ...
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