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Home / Line of Business / Retirement / #30-IH Inherited Traditional IRA Full Disclosure Statement Amendment (2024 RMD Regulations) – available March 2025
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#30-IH Inherited Traditional IRA Full Disclosure Statement Amendment (2024 RMD Regulations) – available March 2025

$0.86

# of Accounts Cost per IRA
1-249 $0.86
250-999 $0.78
1000-1499 $0.69
1500-1999 $0.65
2000-4999 $0.60
5000-9999 $0.53
10000-14999 $0.47
15000-19999 $0.44
20000-24999 $0.42
25000-29999 $0.40
30000 $0.39

NOTE: Forms are available to be purchased individually, and there are no minimum quantity requirements.

For information and pricing on amendments that include your logo and/or organization name, or for other customization, please contact an Ascensus Customer Service Representative at (800) 346-3860, option 2, suboption 1.

Additional quantities are available at a reduced fee.

Quantity Discount Per Item Price
249-999 $0.86 $0.78 $0.78
1000-1499 $0.86 $0.69 $0.69
1500-1999 $0.86 $0.65 $0.65
2000-4999 $0.86 $0.60 $0.60
5000-9999 $0.86 $0.53 $0.53
10000-14999 $0.86 $0.47 $0.47
15000-19999 $0.86 $0.44 $0.44
20000-24999 $0.86 $0.42 $0.42
25000-29999 $0.86 $0.40 $0.40
30000+ $0.86 $0.39 $0.39
  • Description

Description

Inherited Traditional IRA Full Disclosure Statement Amendment incorporates changes created under the final RMD regulations and other related regulations that contain guidance impacting required distributions from IRAs. No minimum order requirement.

Other IRA Amendments for the 2024 RMD Regulations

Inherited Roth IRA
Traditional IRA
Roth IRA 
SIMPLE IRA

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