Philip Herzberg, a Lead Financial Advisor at Team Hewins, explains what you need to know about Form 1099-R, Form 5498, Form 1099, and Form W-4.

Read 4 tax forms retirees need to gather and examine closely before filing this year.

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Divorce and Claiming Social Security Spousal Benefits vs. Disability

Can I Switch from Social Security to Disability?

Email your questions to: Robert.Powell@maven.io.



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