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.
2015 COLA Increases for Dollar Limitations on Benefits and Contributions were announced by the Internal Revenue Service:
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.