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IRA 5498 forms on their way

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N'Kenza WhitlowForm 5498 is an informational tax form to be sent at the end of May to all Traditional and/or Roth IRA account holders. The form reports the December 31, 2015, fair market value as well as any contributions, transfers, rollovers, conversions, and/or recharacterizations received in the account for 2015.

Keep an eye on your mailbox for this important form.

N’Kenza Whitlow, Retirement Savings Consultant