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Printable Form 5498 Oxnard California: What You Should Know

Download, Print and Submit Free. About the Form 5498 — IRA Contribution Information Form 5498 is called “Individual Retirement Arrangements (IRA) Contribution Information”. Form 5498 is required by law. When the IRA account balance is greater than 50,000 and/or total contributions to a 401(k), 403(b) or other specified retirement plans exceeds 50,000 (2 people combined), the IRA is considered to be deemed to have been a “specified retirement plan” and the contribution is considered non-qualified. A person can contribute a maximum of 6,000 per person per calendar year (6,500 for 2018) to a defined contribution plan or to the “regular” (defined) IRA. Any remaining money in the IRA will be distributed tax-free (unless the 401(k) or IRA was converted into a Roth IRA by the employer).  For more information contact the IRS: E-File Form 5498 for 2025 in Minutes! Achieving Tax-Free Wealth for the Future With the right retirement plan, you can build wealth tax-free to enjoy more of what life has to offer. By helping you get started now, we guarantee that the Roth IRA we create will have a positive effect on your investments in the long run, providing you with more than 20 years of tax-free cash flow to enjoy retirement income. Our unique Roth IRA Contribution Estimator provides you with the tools you need to create your own Roth IRA plan that meets your exact needs. Don't just listen to our sales pitch — click the “BUILD NOW” button to start investing and reap the benefits today! We are a licensed IRA fiduciary and will act as a fiduciary on your behalf for the full life of the IRA. Our online Roth IRA calculator will determine how much of your savings will be put toward retirement. Our online Roth IRA calculator will help you create a Roth IRA plan that is tailored to meet your budget.

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