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Ue Service (Under Section 408A of the Internal Revenue Code) Name of grantor Date of birth of grantor Social security number Address of grantor Check if amendment Name of trustee Address or principal place of business of trustee The grantor named above is establishing a Roth individual retirement account (Roth IRA) under section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The trustee named above has given the grantor the disc.

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A nonRoth (traditional) IRA is an individual retirement account or annuity described in section 408(a) or 408(b) of the Code, other than a Roth IRA.

§408A, Roth IRAs Beginning in 2024, amounts held in a 529 plan (qualified tuition program) of a designated beneficiary at least 15 years may be rolled over to a Roth IRA of the same beneficiary and excluded from gross income, subject to limitations.

408(b) is the section describing an IRA annuity. 408(a) is a non annuity IRA. They are both subject to the usual IRA rules, and rollovers or direct transfers can be done between these types of IRA in the usual manner.

408A. Roth IRAs. I.R.C. § 408A(a) General Rule — Except as provided in this section, a Roth IRA shall be treated for purposes of this title in the same manner as an individual retirement plan.

Key Takeaways. A 408(k) is an employer-sponsored retirement plan akin to a 401(k). The plan is also referred to as a simplified employee pension, which is a type of individual retirement account.

A 408(k) plan allows employees to put aside pretax dollars for retirement that grow on a tax-deferred basis, making it a type of individual retirement account (IRA). This means that individuals pay taxes when they make withdrawals after they turn 59½.

Except as otherwise provided in this subsection, any amount paid or distributed out of an individual retirement plan shall be included in gross income by the payee or distributee, as the case may be, in the manner provided under section 72.

What Is a Traditional IRA? A traditional individual retirement account (IRA) allows individuals to direct pre-tax income toward investments that can grow tax-deferred. The IRS assesses no capital gains or dividend income taxes until the beneficiary makes a withdrawal.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232