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TN Form 5305-SA: What You Should Know

Retirement Custodial Account IRS Approves New Individual Retirement Account Model Document Form 5304-SE-S (June 1, 2018) — The IRS has approved a proposed model custodial account agreement (CAD) that: · Provides for the generation of the tax filer's account balances for all types of accounts. · Permits the generation of accounts to any account type. · Allows account balances to be rolled over from one trust to another. The newly approved model custodial account agreement provides for the generation of the tax filer's account balances for all types of accounts. The proposed model custodial account agreement enables the generation of account balances for various types of assets. It allows a taxpayer to deposit cash in an IRA custodial account that is not an individual retirement plan (IRA) or a designated Roth account, which can generate cash for future tax years. The proposed model custodial account agreement enables a taxpayer to deposit cash into an IRA custodial account that is not an IRA and that can generate a deposit of cash each tax year. With the generation of account balances for various types of assets, it enables an individual to invest, on a tax-deferred basis, in any type of asset that the taxpayer can determine and hold tax-free in the future. To be eligible for the proposed model custodial account agreement, a taxpayer must first make the investment decisions and hold the cash, as described above, to the satisfaction of the IRS.

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