As taxpayers grow older, the forms they receive change and the tax rules also change.
This course takes a look at Social Security and retirement benefits, the different types of income and the source documents that show the income.
Do you know the difference between a traditional and a Roth IRA?
What is a required minimum distribution?
What is a Roth conversion?
What types of income are represented on a 1099-R?
The answer to these and many more questions are just a click away.
Course Content
Social Security
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Retirement Benefits
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Final: Social Security & Retirement Distributions
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