Required Minimum Distributions (RMDs) IRAs including SEP, SIMPLE and SARSEP IRAs Defined Contribution Plans (e.g. 401(k), profit-sharing, and 403(b) plans) When do I take my first Required Minimum Distribution (the requir...

Roth IRAs Roth IRAs Contribution Limits—2021 Lesser of: Taxable compensation for the year, or: Under age 50 $6,000 Age 50 or older $7,000 What is a Roth IRA? Download A Roth IRA is an individual retirement arrangement. ...

Identity Theft and Your Taxes Your identity and money can be stolen in a tax-related scam via email (“phishing”), fax, phone, or letters. Some recent examples of identity theft scams are: Phone scam A bogus phone call...