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Computer share Trust Company, N.A. Traditional and Roth IRA for the McDonald's CorporationTraditional and Roth Individual Retirement Account Custodial and Disclosure Statement For participation in

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How to fill out traditional and roth individual

01

To fill out a traditional individual retirement account (IRA), you need to follow these steps:

02

Determine your eligibility: Make sure you meet the income requirements and age restrictions set by the IRS.

03

Choose a financial institution: Select a bank, credit union, or brokerage firm that offers traditional IRA accounts.

04

Complete the application: Fill out the necessary forms and provide necessary documents, such as identification and tax information.

05

Fund your account: Decide how much you want to contribute to your traditional IRA and transfer the funds from your bank account or other retirement accounts.

06

Select investment options: Once your account is funded, choose from a variety of investment options offered by your financial institution.

07

Review and manage your account: Regularly monitor the performance of your investments and make adjustments as needed.

08

To fill out a Roth individual retirement account (IRA), the steps are similar, but with some differences:

09

Determine your eligibility: Check if you meet the income limits set by the IRS for Roth IRAs.

10

Choose a financial institution: Find a reputable provider that offers Roth IRA accounts.

11

Complete the application: Fill out the required forms and provide the necessary documents.

12

Fund your account: Decide how much you want to contribute to your Roth IRA and transfer the funds into the account.

13

Select investment options: After funding your account, choose from the available investment options based on your risk tolerance and investment goals.

14

Review and manage your account: Regularly review your investments and make any necessary adjustments to keep your portfolio aligned with your objectives.

Who needs traditional and roth individual?

01

Both traditional and Roth individual retirement accounts can be useful for different people:

02

Traditional IRA: This type of IRA is suitable for individuals who expect to be in a lower tax bracket during retirement compared to their current situation. It allows for tax-deductible contributions and tax-deferred growth. People who want to reduce their current tax liability and defer taxes until retirement may find traditional IRAs beneficial.

03

Roth IRA: Roth IRAs are ideal for individuals who anticipate being in a higher tax bracket during retirement. Contributions to a Roth IRA are made with after-tax dollars, and qualified withdrawals are tax-free. Those who want to take advantage of tax-free growth potential and expect their income tax rates to increase in the future can benefit from a Roth IRA.

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