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 If you do not have a Joint Account at American Funds

Unlike a Roth or Traditional IRA there are no contribution limits or exclusions on a Joint Account, however the account is subject to capital gains tax when you sell assets within the account. To find out more about the tax treatment of Joint Accounts contact us at: info@wbtplan.com

For your contributions to the Joint Account, send your check to WBT with the Attn Line: Retirement Savings

Make checks payable to WBT