IRA Conversations with Appleby: Ep1: Form 5498 with Lewis Robinson, CPA

by | Jan 29, 2023 | Simple IRA | 1 comment




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….(read more)


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1 Comment

  1. Lewis Robinson

    It is always a joy to work with Denise! She is my go to person when I have questions in regard to IRAs and retirement plans.

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