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In The News

Created on Thursday, 13 August 2015. Posted in content/resources

... Fiduciary?”                 http://fiduciarynews.com/2014/11/retirement-saving-how-responsible-is-the-401k-fiduciary/ The ...

How to Report 401k Rollover to IRA on 1040

Created on Wednesday, 28 January 2015. Posted in content/blog

  If you made a direct rollover from your 401(k) or other qualified plan into an IRA last year, you will receive a 1099-R from the custodian of the plan. You do need to report this on your 2014 ...