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IRA Disclosure Supplement This IRA Disclosure Supplement is being provided to notify you of recent changes made by the CARES Act, SECURE Act and other IRS pronouncements that are not yet reflected

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How to fill out formworldfundstrustcomfundsthird-avenueira disclosure supplement

01

Visit formworldfundstrust.com/funds/third-avenueira website

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Locate and click on the 'IRA Disclosure Supplement' link

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Who needs formworldfundstrustcomfundsthird-avenueira disclosure supplement?

01

Individuals who have an IRA account with Third Avenue Funds and need to disclose supplemental information related to their account

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What is formworldfundstrustcomfundsthird-avenueira disclosure supplement?

The formworldfundstrustcomfundsthird-avenueira disclosure supplement is a document that provides additional information about an IRA account held within the Third Avenue IRA Trust.

Who is required to file formworldfundstrustcomfundsthird-avenueira disclosure supplement?

Investors who have an IRA account within the Third Avenue IRA Trust are required to file the formworldfundstrustcomfundsthird-avenueira disclosure supplement.

How to fill out formworldfundstrustcomfundsthird-avenueira disclosure supplement?

To fill out the formworldfundstrustcomfundsthird-avenueira disclosure supplement, investors must provide detailed information about their IRA account holdings as requested on the form.

What is the purpose of formworldfundstrustcomfundsthird-avenueira disclosure supplement?

The purpose of the formworldfundstrustcomfundsthird-avenueira disclosure supplement is to ensure that investors provide accurate and complete information about their IRA accounts held within the Third Avenue IRA Trust.

What information must be reported on formworldfundstrustcomfundsthird-avenueira disclosure supplement?

The formworldfundstrustcomfundsthird-avenueira disclosure supplement requires investors to report details about their IRA account balances, investments, contributions, and distributions.

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