So IRA-to-IRA transfers are not reportable on Form 5498, but some IRA providers do report them there, erroneously. To head off such mistakes, it may help (when you are requesting an IRA-to-IRA ...

Betsy began her career in international finance and it has since grown into a comprehensive approach to journalism as she's been able to tap into that experience along with her time spent in academia ...

Here’s a question I get at least once a week: “I’m dealing with a trust that holds an inherited IRA. Can the trustee transfer that IRA out to the individual ...

Divorces are often messy, as was the case for Michigan doctor John Kirkpatrick. Dr. Kirkpatrick separated from his wife, Christiana, in 2012, but six years later, found himself in Tax Court after he ...