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Do I need to establish a separate account for my Roth contributions?

If you will be making Roth contributions, you will need to open two brokerage accounts: one for traditional (pre-tax) contributions and one for Roth (after-tax) contributions.

If you already have a Single(k) plan with us and want to begin making Roth contributions, please open an additional brokerage account and title it [Your Company’s Name] Roth Retirement Trust.

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