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Form 5304-SIMPLE online NV: What You Should Know

Ed Jones I want to keep the account at Edward Jones and all my employees can select whichever bank or financial institution does business with Ed Jones. Can this be avoided with a SIMPLE transfer — David and Company, LLC How do I modify a SIMPLE IRA plan to allow for a transfer of an account from my own bank to an Edward Jones bank for the purpose of a SIMPLE IRA. We were using a Wells Fargo Transfer of the account from a Wells Fargo account and Ed Jones account in 2023 to an IRA for the purpose of IRA Roth conversion. -- David and Company, LLC What is the difference between the SIMPLE IRA and a Roth IRA. SIMPLE are not Roth IRAs and therefore their tax treatment is slightly different. -- Ed Scott What is the difference between the SIMPLE IRA and a Roth IRA. SIMPLE are not Roth IRAs and therefore their tax treatment is slightly different. -- Ed Scott How do I transfer my SIMPLE IRA Plan with the intention of doing an IRA Roth conversion in a future year and how long do I need to keep the SIMPLE IRA plan in order to receive tax-free treatment. -- Ed Scott What are the requirements for the SIMPLE IRA plan and how long does it have to be in place to make IRA Roth conversions in a future year. -- Ed Scott What is the SIMPLE IRA Plan, and how long does it have to be in place to make IRA Roth conversions in a future year -- Ed Scott What forms do we need to use so that employees can change the SIMPLE IRA plan? I have a SIMPLE IRA plan with me and two employees, and we will be switching from a 401.x plan to an IRA and both are in the middle of a company downsizing.

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