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Form5305RB(Rev. April 2017) Department of the Treasury Internal Revenue Service Roth Individual Retirement Annuity Endorsement not file with the Internal Revenue Service(Under section 408A of the

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What is a Roth individual retirement annuity?

A Roth individual retirement annuity is a type of retirement account that allows individuals to contribute after-tax income towards their retirement savings. The funds in the account grow tax-free and withdrawals in retirement are also tax-free.

Who is required to file a Roth individual retirement annuity?

Individuals who meet the income eligibility requirements can contribute to a Roth individual retirement annuity.

How to fill out a Roth individual retirement annuity?

To fill out a Roth individual retirement annuity, individuals need to open an account with a financial institution that offers Roth IRAs and make contributions according to IRS rules and limits.

What is the purpose of a Roth individual retirement annuity?

The purpose of a Roth individual retirement annuity is to provide individuals with a tax-advantaged way to save for retirement and ensure financial security in their later years.

What information must be reported on a Roth individual retirement annuity?

Contributions, earnings, withdrawals, and any required minimum distributions must be reported on a Roth individual retirement annuity.

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