Form 5305-SA for South Carolina 2017-2024

Form 5305-SA for South Carolina: What You Should Know

The following examples are sample statements for the following classes of account types and assets (if applicable): Individual Retirement Account (IRA) Investments — (i) All investment accounts maintained by an IRA holder: (ii) Any stock, bond, mutual fund, or any other investment contract held within an IRA, including mutual funds, bonds, CDs, money market funds, deposit accounts, individual annuities, and any investment contract. Retirement: — Any account, annuity, or other deferred payment based in whole or in part on, or contingent upon, the continuation or continuation of any employer's pension plan or on the continuation of any employer's company pension plan or plan that covers employees covered by the plan. All assets under the account are eligible to be pledged as collateral. Retirement Plans: — Any retirement plan for which an employer makes a contribution to an individual's IRA. Savings — Individual Retirement Accounts (IRAs) and Keogh plans and Roth IRAs. Savings Plans — Cash value individual retirement accounts (IRAs) and Retirement Savings Plans (RSS). Cash value is defined in section 408(p)(6) or 408(p)(7) depending on the type of account. If account balance is less than 1,000, a statement that “cash value is not an asset” is required unless the amount of cash value equals or exceeds 1,000. Securities — All stock, bond, mutual fund, and other investment contracts held within an IRA, including mutual funds, bonds, CDs, money market funds, deposit accounts, individual annuities, and any investment contract. Retirement: — Any account, annuity, or other deferred payment based in whole or in part on, or contingent upon, the continuation or continuation of any employer's pension plan or on the continuation of any employer's company pension plan or plan that covers employees covered by the plan. All assets under the account are eligible to be pledged as collateral. Retirement Plans: — Any retirement plan for which an employer makes a contribution to an individual's IRA. Savings — Individual Retirement Accounts (IRAs) and Keogh plans and Roth IRAs. Savings Plans — Cash value individual retirement accounts (IRAs) and Retirement Savings Plans (RSS). Cash value is defined in section 408(p)(6) or 408(p)(7) depending on the type of account.

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