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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 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

Retirement Income

Reverse Mortgages

Saving for Retirement

Social Security and Medicare

Taxable Security Benefits

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