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IRA 5498 forms coming soon

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Laura KampsForm 5498 is an informational tax form sent at the end of May to all Traditional and/or Roth IRA account holders. The form reports the December 31, 2016, fair market value as well as any contributions, rollovers, conversions, and/or recharacterizations received in the account for 2016.

If you have any questions about your IRA account or Form 5498, give us a call at 1-800-279-4030.

Laura Kamps, Financial Planning Specialist