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Form 5329: Additional Taxes on Qualified Plans ...

Click here to access Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. File and pay additional penalty taxes on the income you’ve earned on your IRA, qualified plan, and other tax-favored accounts.

Form W-9: Request for Taxpayer Identification N...

Click here to access Form W-9: Request for Taxpayer Identification Number and Certification. Use this form to provide your correct TIN to the person who is required to file an information return with the IRS to report.

New Direction Trust Company (“New Direction”) performs the duties of a directed custodian. It does not provide any investment advice, legal advice, or tax advice. New Direction does not undertake any due diligence for you, including with respect to any investment or investment provider featured in this blog post or joint webinar or any other investments that you choose to hold in your New Direction account(s). Any information regarding any investment provider or investments that is contained in this blog post or Webinar was provided by the third-party investment provider. New Direction is not affiliated with, does not control or direct, and has no responsibility over any third-party investment provider or investment, and the inclusion of any investment provider or investment options in this blog post or Webinar does not represent an endorsement or recommendation of the investment provider or investment by New Direction in any way. New Direction does not endorse or recommend any investment provider or investment, including those found in this blog post or Webinar. Information and third-party links contained in this blog post or webinar are provided for informational purposes only, and it is solely the responsibility of investors to perform their own, independent due diligence on any investment opportunity. Investors should consult their own investment, legal, and tax advisors before making any investment choices.