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Deferred Salary Plan of Joint Industry Board of the Electrical Industry FOR ROTH 401(k) ELIGIBLE PARTICIPANTS ONLY ELECTION OF DEFERRAL AMOUNT FORM Name: PID #: Address: If you wish to Participate
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How to fill out roth and pre-tax contributions

01
To fill out Roth contributions, follow these steps:
02
Determine your eligibility: Check if your income falls within the IRS limits for making Roth contributions.
03
Decide on the contribution amount: Determine how much you want to contribute to your Roth account.
04
Complete the necessary forms: Fill out the appropriate forms provided by your employer or financial institution to designate your Roth contributions.
05
Allocate contributions: Specify how your contributions should be allocated within your Roth account, such as investment options.
06
Submit the forms: Send the completed forms to your employer or financial institution for processing.
07
To fill out pre-tax contributions, follow these steps:
08
Confirm eligibility: Verify that you are eligible for making pre-tax contributions to your retirement account, usually through your employer's retirement plan.
09
Determine the contribution amount: Decide how much you want to contribute to your pre-tax account.
10
Complete necessary forms: Fill out the required forms provided by your employer or financial institution to indicate your pre-tax contributions.
11
Select allocation preferences: Choose how your contributions should be allocated within your pre-tax account, such as investment options.
12
Submit the forms: Submit the completed forms to your employer or financial institution for processing.

Who needs roth and pre-tax contributions?

01
Roth contributions are suitable for individuals who anticipate being in a higher tax bracket during retirement. They offer tax-free withdrawals in retirement.
02
Pre-tax contributions, on the other hand, are more beneficial for individuals who expect to be in a lower tax bracket during retirement. Contributions are made before taxes, reducing the taxable income in the current year.
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Roth contributions are made after-tax, while pre-tax contributions are made before-tax.
Individuals who have a Roth IRA or participate in a pre-tax retirement plan, such as a 401(k) or 403(b), are required to file roth and pre-tax contributions.
Roth and pre-tax contributions can be filled out using the appropriate forms provided by the financial institution or employer overseeing the retirement account.
The purpose of Roth and pre-tax contributions is to save for retirement in a tax-efficient manner.
Information such as the amount of contributions made, the type of account, and any applicable tax deductions or credits must be reported on Roth and pre-tax contributions.
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