Why did I receive an IRS FORM 5498?
If you receive an IRS Form 5498 from us in the month of June don't worry, you do not need to file that with your taxes, just keep this form for your records. This is just showing the Fair Market Value of your IRA through Dec. 31st, 2018. The IRS requires us to send these out. If you have any questions please contact us for assistance.