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Wasatch Tax & Accounting Inc
Neala Patten, Owner, Enrolled Agent
Retirement Related Issues

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 has 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.

Back-Door ROTH to Boost Your Retirement Savings

IRS Prohibited Transactions

RMDs for Donations - You Could Save Taxes Every Year!

IRAs and Required Minimum Distributions - Rules

ROTH IRASs - General Information

Qualified Plans & IRA Information

Beneficiaries of Retirement Plans

Retirement Income Info for 2020

Saving for Retirement

Social Security & Medicare Information

When/How is Social Security Taxable?

Avoid ScamsReverse Mortgages Can Work for Some Individuals

Pension Income Planning

Early Retirement Distribution Rules

Estate Planning and Related Info

Financial Planning

HomeContact UsTestimonialsFirm ProfileClient ServicesInfo CenterNewslettersFinancial ToolsLinksIndividual Tax Info for You!Business Tax Info for You!Tax OrganizersRetirement Related Issues