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Want to avoid tax mistakes in your retirement accounts? Here’s a checklist

October 23, 2018

From the USA Today website

As we head toward the end of 2018, people with individual retirement arrangements (IRAs) and 401(k)s should create a checklist to help them avoid tax and inheritance mistakes over the rest of the year and beyond.

Most everyone knows they should check their contingent and secondary beneficiaries and take their required minimum distributions (RMDs) if they are 70½ or older or have an inherited IRA.

But what are other things retirement account owners should do between now and Dec. 31?

From → Finance

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