Your Forge Trust Customer Portal has a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.
Forge Trust has improved the valuations experience with notification and guidance message inside your customer portal on Forgetrust.com.
Outstanding fees can be paid with your debit/credit card in our online payment portal.
Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.
Forge Trust has a new Physical and Mailing address which can be located on our Contact Us Page or our Delivery Information Form.
Attention Forge Trust customer a friendly reminder that our banking partner is Tri-Counties bank, their information can be found in our Forms page on Forgetrust.com
Your Forge Trust Customer Portal has a new and improved valuation tool to make maintaining your Self-Directed IRA easier than ever.
Forge Trust has improved the valuations experience with notification and guidance message inside your customer portal on Forgetrust.com.
Outstanding fees can be paid with your debit/credit card in our online payment portal.
Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.
Forge Trust has a new Physical and Mailing address which can be located on our Contact Us Page or our Delivery Information Form.
Attention Forge Trust customer a friendly reminder that our banking partner is Tri-Counties bank, their information can be found in our Forms page on Forgetrust.com
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:
2020 & 2021 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:
2020 & 2021 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.
We’re moving!
Starting December 12th, Forge Trust will have a new physical AND mailing address. Our new addresses can be found here and is on all our forms. Please use this information when mailing anything to Forge Trust to avoid delays. Mail sent to our previous addresses will temporarily be forwarded.
Forge Trust has new Banking Information that can be found on our Delivery Information Page. Please notify any 3rd party making payments to your IRA (i.e. Issuers, Borrowers, Renters, etc.) of these new deposit instructions.