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3.01 No part of the custodial account funds may be invested in life insurance contracts, nor may the assets of the custodial account be commingled with others.
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How to fill out a New Direction SIMPLE IRA:

01
Obtain a New Direction SIMPLE IRA application form from the financial institution or online. Fill out the necessary personal information such as your name, address, Social Security number, and contact details.
02
Indicate whether you are opening a new SIMPLE IRA or transferring funds from an existing retirement account. If transferring funds, provide information about the account you are transferring from.
03
Determine your desired investment options for your SIMPLE IRA. You may choose from various investment vehicles such as stocks, bonds, mutual funds, or exchange-traded funds (ETFs). Consult with a financial advisor if necessary.
04
Decide on the contribution amount you wish to make to your SIMPLE IRA. The maximum annual contribution limit for 2021 is $13,500 for individuals under 50 years old and $16,500 for individuals 50 years old and above. Be aware that contributions may be subject to income limitations.
05
Step by step, provide the necessary information for your employer's contribution to the SIMPLE IRA. This includes your employer's name, address, tax identification number, and contribution percentage or dollar amount, which must conform to IRS guidelines.
06
Review all the information you have provided on the application form before submitting it. Ensure that all details are accurate and complete, as errors may result in delays or complications.

Who needs a New Direction SIMPLE IRA?

01
Individuals who are self-employed or run a small business: A New Direction SIMPLE IRA is a retirement savings plan designed specifically for entrepreneurs, sole proprietors, and small businesses with fewer than 100 employees.
02
Employees looking for a tax-advantaged retirement plan: The New Direction SIMPLE IRA offers tax advantages, including potential tax deductions for contributions and tax-deferred growth on investments until withdrawal during retirement.
03
Individuals seeking a low-cost and easy-to-administer retirement plan: The SIMPLE IRA has minimal administrative requirements and allows for flexible employer and employee contributions.
Remember to consult with a financial advisor or tax professional to ensure that a New Direction SIMPLE IRA is the most suitable option for your specific financial goals and circumstances.
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A New Direction SIMPLE IRA is a retirement plan designed for small businesses with less than 100 employees, allowing them to contribute pre-tax income to individual retirement accounts.
Employers with less than 100 employees who want to offer a retirement savings plan are required to file a New Direction SIMPLE IRA.
Employers can fill out a New Direction SIMPLE IRA by providing the necessary employee information, selecting investment options, and setting up contributions.
The purpose of a New Direction SIMPLE IRA is to provide a simplified retirement savings plan for small businesses and their employees.
The information reported on a New Direction SIMPLE IRA includes employee contributions, employer contributions, investment choices, and account balances.
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