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LFA Updates

May 2010
In This Issue
Tax Form 5498

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Form 5498

If you have made contributions to an IRA, Roth IRA, or Non-Deductible IRA you can expect to receive tax form 5498 by the end of May.  Form 5498 keeps track of all IRA contributions that were made during the previous tax year.  A copy is sent directly to you and the IRS.  There are no additional steps needed with the 5498 - it is simply an informational form.  Please keep this form with your IRA file so it may be accessed if needed in the future.  Since this form is sent to you each year, you do not need to keep prior years forms. 

As always, please contact our office if you have any additional questions or concerns.
  
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Steve
Steve Van Houten, CFP®
LPL Registered Principal | CA Insurance Lic#0613686

Lou
Lou Oberman, RFC
LPL Financial Consultant | CA Insurance Lic# 0393733

Brian Field | Branch Operations Manager
Ken Conway, MBA | Para Planner
Corey Solorzano | Client Services Manager
Spencer Johnston | Operations Coordinator
Leah Beltran | Office Manager, Executive Assistant
 227 N. El Camino Real Ste. 201 | Encinitas, CA  92024
760.943.0430 phone | 760.943-0950 fax

www.lfa-inc.com

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