Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.
Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.
Important Update: We have switched to Tri-Counties Bank for deposits. Please send all funds directly to Tri-Counties Bank. All Fremont Bank deposits will be REJECTED. We appreciate your cooperation!
Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.
Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.
Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.
Important Update: We have switched to Tri-Counties Bank for deposits. Please send all funds directly to Tri-Counties Bank. All Fremont Bank deposits will be REJECTED. We appreciate your cooperation!
There are IRS restrictions called Prohibited Transactions, which are transactions made through self-directed IRAs that break IRS rules. To maintain the tax advantages of using your IRA funds, be careful not break these IRS rules as that can be costly and have serious consequences.
Understand and follow IRS rules to protect the tax-advantaged status of your IRA and its assets.
At Forge Trust we understand the IRS rules imposed on self-directed IRAs. And as your custodian we can make you aware of prohibited transactions.
Who is considered a disqualified person?
Open. Fund. Invest.
Have a question? Call us at (800) 248-8447.