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Form 5305-RA is a model custodial account agreement that meets the requirements of section 408A. This form establishes a Roth individual retirement account (Roth IRA) for the exclusive benefit of the depositor and his or her beneficiaries. Contributions to a Roth IRA are not deductible from the depositor’s gross income; however, qualified distributions may be tax-free.
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What is 5305-ra?
5305-RA is a form provided by the IRS for establishing a Simplified Employee Pension (SEP) plan, which allows employers to make tax-deductible contributions toward their employees' retirement.
Who is required to file 5305-ra?
Any employer who wants to set up a Simplified Employee Pension (SEP) plan for their employees is required to file Form 5305-RA.
How to fill out 5305-ra?
To fill out Form 5305-RA, an employer must provide information such as the name of the business, the effective date of the plan, and details about the employees eligible to participate. The form must be signed and dated by the employer.
What is the purpose of 5305-ra?
The purpose of Form 5305-RA is to establish a Simplified Employee Pension plan, which helps both employers and employees save for retirement by allowing tax-deferred contributions.
What information must be reported on 5305-ra?
Reported information on Form 5305-RA includes the business name, the date the plan is established, the contribution limits, and the eligibility criteria for employees, alongside the employer's signature and date.
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