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COMBINED TRADITIONAL/ROTH PACKAGE FIRST TRUST RETIREMENT, CUSTODIAN INVESTMENTS IN REEF PROPERTY TRUST INVESTMENT PRODUCTSTable of Contents IRA PROTOTYPE AGREEMENT AND DISCLOSURE STATEMENT These are

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What is combined traditional Roth package?

Combined traditional Roth package is a retirement account that allows individuals to contribute to both a traditional IRA and a Roth IRA within the same account.

Who is required to file combined traditional Roth package?

Individuals who want to take advantage of the benefits of both traditional and Roth IRAs in a single account are required to file combined traditional Roth package.

How to fill out combined traditional Roth package?

To fill out combined traditional Roth package, individuals must specify the amount they wish to contribute to each type of IRA within the account.

What is the purpose of combined traditional Roth package?

The purpose of combined traditional Roth package is to provide flexibility and tax advantages to individuals who want to save for retirement.

What information must be reported on combined traditional Roth package?

Individuals must report their contributions to both traditional and Roth IRAs, as well as any earnings or distributions from the account.

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