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Wolters Kluwer Financial Services is the leading worldwide provider of comprehensive risk management, compliance and audit solutions for the financial services industry. We empower risk, compliance, finance and audit professionals in more than 15,000 financial services organizations worldwide to make intelligent and clear-sighted decisions in a rapidly evolving global environment.

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Individual Retirement Accounts: When is IRS Form 8606 Required?

(Published July 18, 2018) A form commonly used in conjunction with IRA activity is IRS Form 8606, Nondeductible IRAs. This article defines when it is necessary for an individual to file this form with his/her tax return.

Moving IRA Assets to an Employer Qualified Retirement Plan: What are the Potential Benefits?

(Published July 18, 2018) Eligible assets can be moved from an employer qualified retirement plan to an IRA, a transaction many financial organizations are familiar with. However, moving assets from an IRA to an employer plan is less common. This article briefly discusses some of the benefits of completing this type of transaction.

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Leading Solutions to Complex Issues

 
 
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