This week we’re talking about the information you can get off of a Form 5498 and how to turn this information into planning opportunities for your clients.
To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-13-23.mp3
Subscribers to Spidell’s Federal Taxletter® or the Online Research Package can access the transcript here: www.caltax.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-using-form-5498-for-planning-opportunities