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Individual IRA or SEP Account 69163P 09/24/2010 Person Financial Services, Inc., (PSI) Custodian INDIVIDUAL IRA OR SEP ACCOUNT PLAN ESTABLISHMENT: Forms needed to establish an IRA Account: 1. IRA

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What is individual ira or sep?

Individual Retirement Account (IRA) and Simplified Employee Pension (SEP) are retirement savings accounts that allow individuals to save money for retirement in a tax-advantaged way.

Who is required to file individual ira or sep?

Individuals who want to save for retirement and meet certain income requirements are eligible to open and contribute to an IRA or SEP account.

How to fill out individual ira or sep?

To open an IRA or SEP account, individuals can contact a financial institution or investment firm to set up the account and start making contributions according to the rules and limits set by the IRS.

What is the purpose of individual ira or sep?

The purpose of an individual IRA or SEP is to provide individuals with a tax-advantaged way to save for retirement and build a nest egg for their future.

What information must be reported on individual ira or sep?

Contributions made to the IRA or SEP account, investment gains or losses, and any distributions taken during the year must be reported on the individual's tax return.

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