IRS Requires Additional Reporting on Your IRA?

New, Expanded Reporting Requirements That May Affect Your IRA: The 5498 form which reports annual contributions and the fair market value of the assets in the IRA. The 1099-R that reports any distributions from the IRA to the IRS each year. Additions to Form 5498 New boxes (15a & 15b) have been added to  Form…

Self Directed IRAs: NEWS ALERT

6 Strategies to Make Sure You Have Enough Money to Retire? By: Carl Fischer principal of CamaPlan a self directed IRA company. Mar 2014 How much money do you need for a financially secure retirement? It seems like a simple question, however the answer is complicated because there are so many variables—some known, others impossible…