Form 5498 details IRA contributions ... To do this, simply instruct the trustee of the institution holding your IRA to transfer your contribution amount plus earnings to a different type of ...

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

You can transfer securities purchased and held in a TreasuryDirect account to an IRA or other account with a broker or bank; check with your institution for details, says Benson. You can move ...

The problem is that my broker reported the entire RMD on my Form 1099-R as a taxable ... people age 70½ and older to transfer up to $100,000 directly from their IRA to charity each year tax ...