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ADMINISTRATION, BUILDINGS & GROUNDS REBREATHE COLLEGE OF WILLIAM AND MARY AND THE VIRGINIA INSTITUTE OF MARINE SCIENCE TAX DEFERRED SAVINGS PROGRAM Restated effective January 1, 20182020I12358699.8TABLE
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Start by determining how much you can contribute to the tax deferred savings program based on your income and eligibility.
02
Choose the type of tax deferred savings program that best suits your financial goals, such as a traditional IRA, 401(k), or 403(b).
03
Fill out the required enrollment paperwork provided by your employer or financial institution.
04
Decide on your investment options within the tax deferred savings program based on your risk tolerance and long-term financial objectives.
05
Monitor and adjust your contributions and investments as needed to ensure you are maximizing the benefits of the tax deferred savings program.
06
Keep track of your account balance and make sure to comply with any rules or regulations regarding withdrawals and distributions.

Who needs tax deferred savings program?

01
Individuals who want to save for retirement while reducing their current tax liability.
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Employees who want to take advantage of employer-sponsored retirement savings plans.
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Self-employed individuals looking for tax-efficient ways to save for retirement.
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Anyone looking to grow their investments in a tax-advantaged manner over the long term.
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A tax deferred savings program allows individuals to save money in certain accounts without having to pay taxes on the earnings until they withdraw the funds.
Individuals who participate in a tax deferred savings program, such as a 401(k) or IRA, are required to file if they have contributions or withdrawals that need to be reported.
To fill out a tax deferred savings program, individuals typically need to provide personal information, details about contributions, and any relevant financial history on the designated forms provided by the financial institution or tax authority.
The purpose of a tax deferred savings program is to encourage individuals to save for retirement or other long-term goals by allowing their investments to grow tax-free until withdrawal.
Information that must be reported includes personal identification details, account numbers, contribution amounts, earnings, withdrawals, and beneficiaries.
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