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IRA Conversations with Appleby: Ep1: What is the purpose of Form 5498 with Lewis Robinson, CPA

Denise Appleby talks about IRAs with her guests. In this episode , she has a conversation with Lewis Robinson, CPA of CapSouth Wealth Management, about IRS Form 5498. The focus is on the transactions that are reported on the form and steps IRA owners may take to keep track of contribution related activity in their IRAs. Listen/watch here


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