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 Savings Incentive Match Plan for Employees (SIMPLE IRA) allows individuals and small businesses with 100 or fewer employees to set aside money in tax-advantaged retirement accounts.
Salary deferral plan easily established with less administration
Electronic funding with customized contribution allocation for each participant
Can be paired with other retirement accounts
Eligibility:
Funding the Account:
2022 & 2023 Employee Contribution Limits:
2022 & 2023 Employer Contribution Limits:
2022 & 2023 Employer Contribution Limits:
Withdrawals:
Administrative responsibilities:
Plan setup deadline:
Salary deferral plan easily established with less administration
Electronic funding with customized contribution allocation for each participant
Can be paired with other retirement accounts
Eligibility:
Funding the Account:
2022 & 2023 Employee Contribution Limits:
2022 & 2023 Employer Contribution Limits:
2022 & 2023 Employer Contribution Limits:
Withdrawals:
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.