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MERIDIAN FUND, INC. INDIVIDUAL RETIREMENT ACCOUNT (IRA) TRADITIONAL IRA SEP IRA ROTH IRA BNY MELLON INVESTMENT SERVICING TRUST COMPANY Supplement to the Traditional and Roth Individual Retirement
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How to fill out save for your retirement

01
Start by setting a retirement goal and determining how much you need to save.
02
Calculate how much you can contribute to your retirement savings each month.
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Open a retirement account such as a 401(k) or IRA.
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Invest your savings in a diversified portfolio to help grow your money over time.
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Regularly review and adjust your retirement savings plan as needed.

Who needs save for your retirement?

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Anyone who wants to ensure financial security and independence in retirement.
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Individuals who do not have access to a pension plan or other retirement benefits through their employer.
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Self-employed individuals who do not have an employer-sponsored retirement plan.
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Young adults who want to take advantage of compounding interest and start saving early for retirement.
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Saving for your retirement involves setting aside money in a retirement account or fund to ensure financial security in your later years.
Individuals who are working and earning income are typically required to save for their retirement.
To fill out a retirement savings account, you will need to determine how much you can afford to contribute regularly, choose the right retirement account for your needs, and set up automatic contributions if possible.
The purpose of saving for retirement is to build a financial cushion that will support you during your retirement years when you are no longer working.
Information such as contributions made, investment earnings, and account balances must be reported on saves for retirement.
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