Common use of For Additional Guidance Clause in Contracts

For Additional Guidance. It is in your best interest to seek the guidance of a tax or legal professional before completing any SIMPLE IRA establishment documents. Your first reference for questions concerning your SIMPLE IRA should be the accompanying IRS Forms 5305 series agreement, any additional provisions or amendments to such document, and this Disclosure Statement. For more information, you can also refer to your employer's SIMPLE documents, IRS Publication 590, Individual Retirement Arrangements (IRAs), IRS Publication 560, Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans), instructions to your federal income tax return, your local IRS office, or the IRS's web site at xxx.xxx.xxx.