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Tax Forms Demystified: Understanding the Basics of Forms 1099-R and 5498

Tax Forms Demystified: Understanding the Basics of Forms 1099-R and 5498

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© 2024 Pacific Premier Trust, a Division of Pacific Premier Bank | All Rights Reserved. Pacific Premier Trust performs the duties of an independent custodian of assets for self-directed individual and business retirement accounts and does not provide investment advice, sell investments or offer any tax or legal advice. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as selecting any professional to assist them with an investment opportunity. Alternative investments are not insured by the FDIC; are not deposits or other obligations of, or are guaranteed by the Bank or any of its divisions; and are subject to investment risks, including possible loss of the principal amount invested. Pacific Premier Trust is not affiliated with any financial professional, investment sponsor, or investment, tax, or legal advisor.

Pacific Premier Bank is a wholly owned subsidiary of Pacific Premier Bancorp, Inc.

Investment Products: Not FDIC Insured | No Bank Guarantee | May Lose Value, Including Loss of Principal

11/21/24