Reported about 12 hours ago
In a recent episode of Decoding Retirement, financial expert Denise Appleby discussed critical mistakes to avoid while managing IRA accounts that could jeopardize retirement savings. Key topics included missed required minimum distributions (RMDs), the importance of understanding IRS forms like 5498 and 1099R, and how to properly execute 401(k) rollovers to avoid unintended tax consequences. Appleby emphasized the need for regular audits of retirement accounts to prevent costly errors.
Source: YAHOO