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  Topic: What do you think is the best retirement plan and where to i
sj01

Replies: 5
Views: 24066

Post image iconForum: Retirement Planning   Posted: Sat Apr 16, 2022 1:55 pm   Subject: What do you think is the best retirement plan and where to i
Like oldguy mentioned, if you are handsoff person. S&P500 is your best option. based on which tax bracket you are in, priority of which one ( 401k & Roth IRA) max-out first will change. either ...
  Topic: ROTH IRA Contribution Withdrawal
sj01

Replies: 1
Views: 936

Post image iconForum: Personal Finance   Posted: Thu Apr 07, 2022 1:30 am   Subject: ROTH IRA Contribution Withdrawal
you don't need past years 1099-R form. Whichever year you take the distribution that year's 1099-R form you have to disclose it in your tax return. Your broker will issue 1099-R form for that year.
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