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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH CRD Number:
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How to fill out golden k plans and

01
Contact your employer to inquire about the availability of a Golden K plan.
02
Obtain the necessary forms from your employer or HR department.
03
Fill out the personal information section including your name, address, date of birth, and Social Security number.
04
Specify the percentage of your salary you would like to contribute to the Golden K plan.
05
Choose your investment options based on the provided list of funds.
06
Review the completed form for accuracy and sign it before submitting it back to your employer.

Who needs golden k plans and?

01
Individuals who are looking to save for retirement through a tax-advantaged account.
02
Employees who want to take advantage of employer-sponsored retirement benefits.
03
Those who want to supplement their Social Security income in retirement.
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Golden K plans are retirement savings plans for self-employed individuals or small business owners.
Self-employed individuals and small business owners are required to file Golden K plans.
Golden K plans can be filled out online through the IRS website or by using tax preparation software.
The purpose of Golden K plans is to help individuals save for retirement and receive tax benefits.
Information such as contributions, distributions, and account balances must be reported on Golden K plans.
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