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SHAREHOLDER SERVICES FORM IMPORTANT INFORMATION PLEASE Radio not use this form for IRA or Keogh plans. For assistance in completing this form, or for other shareholder forms, please call your financial

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How to fill out keoghs are a flexible

01

Determine if you are eligible to open a Keogh plan. Self-employed individuals, small business owners, and partners in a partnership are eligible.

02

Choose the type of Keogh plan that best suits your needs - defined contribution plan or defined benefit plan.

03

Consult with a financial advisor or tax professional to understand the contribution limits and tax implications of a Keogh plan.

04

Obtain the necessary forms from the IRS or a financial institution to establish the Keogh plan.

05

Fill out the forms accurately, providing all required information and documentation.

06

Submit the completed forms to the IRS or your financial institution to establish the Keogh plan.

Who needs keoghs are a flexible?

01

Self-employed individuals

02

Small business owners

03

Partners in a partnership

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What is keoghs are a flexible?

Keoghs are flexible retirement plans that allow self-employed individuals and small business owners to save for retirement.

Who is required to file keoghs are a flexible?

Self-employed individuals and small business owners are required to file keoghs.

How to fill out keoghs are a flexible?

To fill out a keogh plan, individuals must provide information such as income, contributions, and investment choices.

What is the purpose of keoghs are a flexible?

The purpose of keoghs is to provide a retirement savings option for self-employed individuals and small business owners.

What information must be reported on keoghs are a flexible?

Information such as income, contributions, and investment choices must be reported on keoghs.

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