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Your Global Investment Authority Traditional Individual Retirement Account (IRA) Forms and Documents PICO Funds A AND C SHARE CLASSES Contact Information: Phone: 800.426.0107 Website: pimco.com/investments

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What is traditional individual retirement account?

A traditional individual retirement account, or traditional IRA, is a type of retirement savings account that offers tax advantages to individuals. Contributions made to a traditional IRA may be tax-deductible, and earnings within the account grow tax-deferred until withdrawals are made in retirement.

Who is required to file traditional individual retirement account?

Individuals who have earned income and are under the age of 70½ are generally eligible to contribute to a traditional IRA. However, the eligibility to deduct contributions or the ability to contribute at all may be subject to income limits and other factors, so it is advisable to consult with a tax professional or financial advisor.

How to fill out traditional individual retirement account?

To fill out a traditional IRA, individuals need to complete the appropriate IRS form for reporting IRA contributions, which is Form 5498. This form should include information about the account holder, the amount contributed, and any rollover or conversion amounts. It is also important to keep records of all contributions and withdrawals made from the account.

What is the purpose of traditional individual retirement account?

The main purpose of a traditional IRA is to provide individuals with a tax-advantaged way to save for retirement. Contributions to a traditional IRA may be tax-deductible, potentially lowering the individual’s taxable income for the year. Additionally, earnings within the account grow tax-deferred until withdrawals are made in retirement, allowing the funds to potentially grow more quickly.

What information must be reported on traditional individual retirement account?

The information that must be reported on a traditional IRA includes the account holder's name, address, social security number or taxpayer identification number, the amount of contributions made to the account for the tax year, the fair market value of the account at the end of the tax year, and any distributions or conversions made from the account.