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IRA Trust Account Form.pdf

f5305.pdf
Preview of IRA Trust Account Form
🔗 Source: irs.gov
📊 Size: 62 KB
👤 Author: SE:W:CAR:MP
⬇️ Downloads: 156

Summary

Form 5305 is a Traditional Individual Retirement Trust Account under section 408(a) of the Internal Revenue Code, establishing a trust to provide for the grantor's retirement and support of beneficiaries after death. The trustee accepts cash contributions up to $5,500 per year for 2013-2017, with a $6,500 limit for individuals over 50. The grantor's interest is nonforfeitable, and funds cannot be invested in life insurance or collectibles, except for certain coins and bullion. Distributions must be made according to specific requirements, including required minimum distributions starting by April 1 following the calendar year the grantor reaches age 70½.

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Description

Form 5305 is a Traditional Individual Retirement Trust Account under section 408(a) of the Internal Revenue Code, establishing a trust to provide for the...

Technical Information

  • File Format: PDF
  • File Size: 62 KB
  • Pages: 2
  • Language: EN
  • Author: SE:W:CAR:MP
  • Total Downloads: 156
  • Last Updated: 3 days ago

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This PDF document about IRA Trust Account Form provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into IRA Trust Account Form.

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