Retirement Income Reporting use to be a lot less complex. Over the years, as the personal responsibility of retirement savings has taken on more of an overwhelming role in everyday finances, the various investment options and products have created complexity in saving, planning and withdrawing for retirement income.
Here is some general information to help understand what you can do, shouldn't do, and maybe some ideas on how to plan for your own retirement.
Please seek reliable advice. Get second opinions, and don't rely on your favorite neighbor to look out for your best interest. Scams, disappointing visions, fast-talkers, and even bad decisions, can reduce all your hard work and planning to devasting results.
Be informed and pro-active in your retirement planning.
RETIREMENT RELATED TAX ISSUES
Early Retirement Distributions
Individual Retirement Accts Backdoor Roth IRA
IRA Beneficiaries of IRAs and Qualified Plans
IRA - Kinds of IRAs & Prohibited Transactions
IRA - Qualified Charitable Distribution (QCD)
IRA - Required Minimum Distributions (RMD)
IRA - Roth IRAs
IRA - Traditional IRAs
Pension Income Planning
Saving for Retirement
Social Security and Medicare
Taxable Security Benefits