Investor Choice IRA Newsroom | Polycomp Administrative Services, Inc. - Page 9

Newsroom

 

Winter 2015 Quarterly Update

Jan 15 2015
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Our latest, quarterly IRA newsletter is now available.  This issue contains the IRS deadlines for Form 1099-R and Fair Market Value (FMV) adjustments, new contribution limits for SEP Plans, and updated reporting requirements of Forms 1099-R and 5498 for 2015.

Fall 2014 Quarterly Update

Nov 01 2014
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Our latest, quarterly newsletter is now available.  This issue contains information on IRA rollover rule changes, UCC1 Financing Statement expiration timeframe, Withholding Notice for clients receiving periodic distributions, and features information on proper management of income and expenses if you own Real Property within your IRA.