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What does the term IRA characterization actually mean?

Contributing money to a traditional or Roth IRA can help you save money for retirement on a tax-advantaged basis. Should you ...
Morningstar

An IRS Ruling Shows Why It’s Important to Audit Your IRA

IRS Form 5498 is one of the most overlooked but critically important IRA forms. While Form 1099-R usually gets attention during tax time for reporting distributions, Form 5498 plays a ...