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Tax Considerations

  • Deposit Your Tax Refund Into Your IRA
    Here's how to have your federal tax refund automatically deposited into a Traditional, Roth or SEP (Simplified Employee Pension Plan) IRA.

    IRS Publications
    Here's where to go to get both electronic and print versions of IRS forms and documents.

    IRA Year-End Considerations
    Important things to review each year with your tax advisor regarding your IRA to make sure you are on track for your retirement.

    IRS Form 5498
    Important facts about IRS Form 5498.

    Product Taxation at a Glance
    Learn about the tax benefits and rules associated with the financial products available to you.

    2007 Tax Guide (PDF)
    A comprehensive 2007 guide with information on tax brackets, standard deductions, exemptions, credits, retirement plans and contribution limits, and much more. Please consult a tax advisor for information about your unique situation.
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