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IR700 IR770 09/16 1 of 7. Electronic ... Use this form to open a new Putnam Traditional IRA or Putnam Roth IRA. Section 1 .... Please use the Putnam Fund Guide (https://www.putnam.com/literature/pdf/FM103.pdf)

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How to fill out traditional or roth ira

How to fill out traditional or Roth IRA:

01

Determine your eligibility: Before filling out an IRA, it's important to understand the eligibility requirements for each type. For a traditional IRA, anyone under the age of 70 ½ who has earned income can contribute. A Roth IRA has income limitations, so make sure you meet the requirements.

02

Choose the type of IRA: Decide whether you want to open a traditional or Roth IRA based on your financial goals and tax considerations. Traditional IRAs offer potential tax deductions for contributions, while Roth IRAs provide tax-free withdrawals in retirement.

03

Select a financial institution: Find a reputable financial institution that offers IRA accounts. Compare fees, investment options, and customer reviews to make an informed decision.

04

Complete the application: Fill out the necessary paperwork or online application provided by the chosen financial institution. You'll need to provide personal information such as your name, address, Social Security number, and employment details.

05

Determine your contribution amount: Decide how much you want to contribute to your IRA. Review the annual contribution limits set by the IRS, taking into account any catch-up contributions available to individuals aged 50 or older.

06

Decide on investment options: Once your IRA is set up, select the investment options that align with your financial goals and risk tolerance. This could include stocks, bonds, mutual funds, or other investment vehicles.

Who needs traditional or Roth IRA:

01

Individuals planning for retirement: Both traditional and Roth IRAs are designed to help individuals save for retirement. If you want to ensure financial security in your golden years, opening an IRA can be a smart move.

02

Tax-conscious individuals: Traditional IRAs offer tax-deductible contributions, which can help lower your taxable income. On the other hand, Roth IRAs provide tax-free withdrawals in retirement. Consider your current and future tax situation to determine which option suits you best.

03

Those looking for investment growth: IRAs allow individuals to invest in various assets, potentially earning growth over time. If you're seeking long-term investment growth and want to take advantage of the power of compounding, an IRA may be a suitable choice.

04

Individuals without access to an employer-sponsored retirement plan: If your employer does not offer a retirement plan such as a 401(k), an IRA can provide a way to save for retirement independently.

05

Those who want flexibility: IRAs offer flexibility in terms of investment choices, and Roth IRAs allow for tax-free withdrawals of contributions (not earnings) in case of an emergency or financial need.

Remember, while this provides a general overview, it's always advised to consult with a financial advisor or tax professional before making any decisions regarding IRAs to ensure they align with your individual circumstances.

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