PLEASE NOTE: 5498 Tax Forms are now available in the Client Portal
Forge Trust
PLEASE NOTE: 5498 Tax Forms are now available in the Client Portal
PLEASE NOTE: 5498 Tax Forms are now available in the Client Portal

Types Of Self-Directed IRAs

Traditional Individual IRA

A traditional IRA is a tax-deferred retirement savings account. Dividends, interest payments and capital gains compound each year allowing a Traditional IRA to grow faster than a taxable account. Assets accumulated in previous employer-sponsored accounts such as a 401(k) are sometimes “rolled-over” into a Traditional IRA, sometimes referred to as a “Rollover IRA.”

Roth IRA

A Roth IRA is a tax advantaged retirement savings account that can be funded with after-tax earned income. Funds deposited in the account grow tax-advantaged similar to a Traditional IRA but when withdrawals are taken as Qualified Distributions they are tax-free.

SEP IRA

A SEP IRA is a tax-deferred retirement savings account for self-employed individuals and small business owners. Contributions are tax-deductible until investments are withdrawn.

SIMPLE IRA

A SIMPLE IRA is a tax-deferred compensation incentive match plan for employees. Your investment grows tax-deferred until withdrawn.

Individual 401(k)

Individual 401(k) also referred to as a Self-Employed 401(k), Solo 401(k), or Solo-k is a retirement plan covering a business owner with no employees, or the owner and his or her spouse. These plans have the same rules and requirements as any other 401(k) plan.

Getting started is easy.

Open. Fund. Invest.

Open an Account

Have a question? Call us at (800) 248-8447.