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INSTRUCTIONS FOR OPENING A TAXABLE ACCOUNT Complete all REQUIRED and applicable OPTIONAL items, type or print legibly. Note: Mainstay Trust will not set up new accounts if required information is

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How to fill out taxable account

01

Gather all necessary documents such as your Social Security number, bank account information, and investment statements.

02

Research and choose a brokerage firm that offers taxable accounts.

03

Open an account with the chosen brokerage firm by filling out the required paperwork.

04

Fund your taxable account by transferring funds from your bank account or another investment account.

05

Decide on your investment strategy and select the appropriate securities to invest in.

06

Monitor and manage your taxable account regularly, considering tax implications and adjusting your investments as necessary.

07

Keep track of all relevant transactions and documents for tax reporting purposes.

08

Consult with a financial advisor or tax professional if needed for guidance on optimizing your taxable account.

Who needs taxable account?

01

Individuals who have already maxed out contributions to tax-advantaged retirement accounts like 401(k)s or IRAs.

02

Investors who have a long-term investment horizon and are willing to hold investments for more than a year to benefit from lower capital gains tax rates.

03

People who want more flexibility and accessibility to their funds compared to retirement accounts, as taxable accounts do not have early withdrawal penalties or contribution limits.

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What is taxable account?

A taxable account is an investment account that does not offer any tax advantages.

Who is required to file taxable account?

Individuals who earn income from investments or other sources outside of tax-advantaged accounts like 401(k) or IRA are required to file taxable account.

How to fill out taxable account?

To fill out a taxable account, you will need to report all your investment income and gains on your tax return.

What is the purpose of taxable account?

The purpose of a taxable account is to provide individuals with a place to invest in assets that can generate income or appreciate in value.

What information must be reported on taxable account?

You must report all income, gains, and losses from your taxable account on your tax return.

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