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Latest IRA and Pension News

  • A Person's 2015 Tax Filing Deadline is Either April 18, 2016 or April 19, 2016
  • IRS Adopts Permanent Penalty Relief Program for Sponsors of One Person Plans Who Failed to File One or More 5500-EZ Forms
  • Answers to IRA Test # 501
  • The Inter play of RMD's and Rollovers
  • IRS Issues 2016 Indexed Amounts for HSAs
  • Lack of IRS Transparency Regarding the Requirement, if any, to furnish RMD Amount and date to the IRS on E-version of the 2014 Form 5498
  • DOL Re-Proposes Rule on Definition of a Fiduciary for IRAs and Pension Plans
  • Understanding Ages 70, 70½, 71 and RMDs and the Final IRA Contribution - EVen the IRS Gets it Wrong
  • What to Do - A Person wants to Make a Charitable Contribution in 2015
  • IRS Guidance - Errors on Form 5498 by Custodian May Cause Tax Trouble for Everyone
  • CWF's Guide for the IRS Distribution Codes for Box 7 of the 2015 Form 1099-R


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About CWF

As one of the country's leading IRA and Pension Consulting and Service firms, we offer the financial services industry a complete package of IRA and Pension Forms, Webinars, Software, Manuals and Support.

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Last Updated September 1, 2015
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