America's Fastest Growing Independent
Financial Advisory Network
A Nationwide Network of 100%
Independent & 100% Objective Fee-Only Financial Advisers
The-Adviser.com The place to come for answers | ||
What
IRA records should I keep? By The-Adviser.com - |
||
SERVICES WHY US
|
New York
- You should keep the following
IRA records:
Because you are not creating a taxable event, you generally do not need to keep track of transactions that merely shifts money around within your IRA account. About Us |
Failure to have adequate IRA documentation in the event of an audit - could very well be "taxing" problems. Got an investment question?
Open a professionally managed account:
Financial Advisory Services |
You don't need to be rich to hire a Financial Adviser. Just Smart |
||
The
Independent Adviser Corporation is a Registered Investment Adviser that
specializes in helping individuals, families and businesses develop
investment and financial planning strategies. Do you have a question about your investments? |
||
1-800-ADVISER
America's Independent-Adviser.
© Copyright.
The Independent Adviser Corporation. All rights reserved. Important Legal Information