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Form 5500-EZ for Raleigh North Carolina: What You Should Know

Form 5500-EZ — IRS This article discusses various taxes (such as capital gains),  and their impact on investment in retirement accounts. All references are to the federal tax code.  For additional tax provisions that might affect you, visit the IRS Website. Tax rates, brackets and maximum benefits vary depending on the plan's filing status.  The number of shares, the tax year to which each share is allocated, and whether you receive options or restricted shares, all influence tax. The plan should address these issues and give you the facts.  I hope this guide will facilitate your deliberations and help to ensure you are making the right choice. If this is not possible, please contact us at or e-mail us to find another provider. This is a PDF document.

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