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!
An Individual 401(k) or Solo 401(k) plan allows individuals from owner-only businesses and partnerships to set aside money in a tax-advantaged retirement account for themselves.
Easy to set up and maintain
Potentially higher contribution limits than a SEP IRA
More flexibility than other plans - may take personal loans, invest in collectibles, avoid UDFI, avoid UBIT on leveraged tax properties
Eligibility:
Funding Your Account:
Withdrawals:
Withdrawals:
2023 Contributions:
Administrative Responsibilities:
Plan Setup Deadline:
Easy to set up and maintain
Potentially higher contribution limits than a SEP IRA
More flexibility than other plans - may take personal loans, invest in collectibles, avoid UDFI, avoid UBIT on leveraged tax properties
Eligibility:
Funding Your Account:
Withdrawals:
Withdrawals:
2023 Contributions:
Administrative Responsibilities:
Plan Setup Deadline:
Each year the IRS reviews and sometimes adjusts how much you can contribute to retirement accounts. See how much you are allowed to contribute by account type.