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.
Don't miss the Dec 11th deadline for property taxes! Forge Trust needs your deposit to post by Dec 8th. Please send a wire, cashier check, or money order to avoid posting delays.
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.
Don't miss the Dec 11th deadline for property taxes! Forge Trust needs your deposit to post by Dec 8th. Please send a wire, cashier check, or money order to avoid posting delays.
A SEP IRA allows employers to set aside money in tax-advantaged retirement accounts for themselves and their employees. A business of any size, including self-employed individuals can establish a SEP.
Easy to set up and maintain - requires Form 5305-SEP to accompany account application
Flexible annual funding requirements
Allows for profit sharing for small companies to create large pre-tax deductions to the businesses’ income as well as the employer’s deductions
Often simpler to establish than a 401k plan or other such group plan for small businesses
Eligibility:
Funding the Account:
Withdrawals:
Withdrawals:
2022 & 2023 Contributions:
Administrative responsibilities:
Plan setup deadline:
For more information visit IRS - Simplified Employee Pension Plan (SEP)
Easy to set up and maintain - requires Form 5305-SEP to accompany account application
Flexible annual funding requirements
Allows for profit sharing for small companies to create large pre-tax deductions to the businesses’ income as well as the employer’s deductions
Often simpler to establish than a 401k plan or other such group plan for small businesses
Eligibility:
Funding the Account:
Withdrawals:
Withdrawals:
2022 & 2023 Contributions:
Administrative responsibilities:
Plan setup deadline:
For more information visit IRS - Simplified Employee Pension Plan (SEP)
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.