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SEC Form 4UNITED STATES SECURITIES AND EXCHANGE COMMISSIONER 4
Check this box if no longer subject
to Section 16. Form 4 or Form 5
obligations may continue. See
Instruction 1(b).OMB Number:32350287Estimated
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What is plan - self?
Plan - self is a self-directed retirement savings plan that allows individuals to contribute money towards their retirement without the need for an employer or third-party administrator.
Who is required to file plan - self?
Individuals who are looking to save for retirement on their own or do not have access to an employer-sponsored retirement plan are required to file plan - self.
How to fill out plan - self?
Plan - self can be filled out by setting up a self-directed investment account with a financial institution or brokerage and making regular contributions towards the account.
What is the purpose of plan - self?
The purpose of plan - self is to provide individuals with a tax-advantaged way to save for retirement and have more control over their investment choices.
What information must be reported on plan - self?
Plan - self requires individuals to report their contributions, investment activities, and any distributions or withdrawals made from the account.
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