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PA G E 1 O F 5Overnight mail: Pax World Funds 4400 Computer Drive West borough MA 015811722 Telephone: 1(800) 3727827Regular mail: Pax World Funds PO Box 9824 Providence RI 029408024Traditional, SEP

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What is traditional sep and roth?

Traditional SEP (Simplified Employee Pension) and Roth are retirement savings plans that allow individuals to set aside money for their retirement. SEP plans are typically used by small business owners and self-employed individuals, while Roth plans are available to individuals earning within certain income limits.

Who is required to file traditional sep and roth?

Employers who offer traditional SEP plans are required to file certain forms with the IRS each year to report on the plan's activity. Individuals who contribute to a Roth IRA are not required to file anything with the IRS unless they meet certain eligibility criteria.

How to fill out traditional sep and roth?

To fill out traditional SEP and Roth forms, employers must gather information on plan participants, contributions, and plan investments. They then complete the necessary forms and file them with the IRS by the deadline.

What is the purpose of traditional sep and roth?

The purpose of traditional SEP and Roth plans is to provide individuals with a tax-advantaged way to save for retirement. Contributions to these plans are tax-deductible (for traditional SEP) or made with after-tax dollars (for Roth) and grow tax-free until withdrawn during retirement.

What information must be reported on traditional sep and roth?

Employers must report on the amount of contributions made to traditional SEP plans and the names of plan participants. For Roth plans, individuals must keep track of their contributions and report any withdrawals or conversions.

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