fbpx

IRA Account Setup and Funding – Kingdom Trust Co.

The IRA Piece of your Self-Directed Checkbook IRA

As part of establishing your Checkbook IRA, it is necessary to setup an IRA account with Kingdom Trust Co. and fund that account via some combination of rollovers, transfers, or new IRA contributions.  This IRA will then be invested into the LLC or Trust created by our team at Safeguard Advisors.

While we are not directly involved in the IRA process, we are here to assist you as you navigate these IRA related steps of establishing your plan.

You are welcome to schedule an appointment for assistance completing the IRA application.

Following are resources to guide you through the IRA account setup and funding process.

Account Application

IRA Account Application

 
 

Account Types and Funding Methods

If you would like general guidance about what type of IRA account to establish and funding options for the IRA, please view our IRA Types & Funding Overview.

You are also welcome to contact your Safeguard consultant for assistance.

 

IRA Funding Instructions

Funding of the IRA will normally take place once the IRA account has been established.

An exception would be if you are using the paper application process and funding via direct transfer from another IRA, in which case the necessary Account Transfer paperwork can be submitted along with the Account Application.

From another IRA

 

Direct Transfer from another IRA
From a 401(k) or similar employer plan

 

Direct Rollover from a Qualified Plan
New IRA Contribution

 

IRA Contribution
Rush from another IRA 60-Day / Indirect Rollover from another IRA

We recommend you speak with your Safeguard consultant before choosing this option.

 

Account Disclosures & Fees

Following are links to the Kingdom Trust Co. custodial agreements and disclosures by IRA type.

Traditional IRA Agreement

Roth IRA Agreement

SEP IRA Agreement

SIMPLE IRA Agreement

A special fee schedule applies through the Safeguard relationship using the Checkbook IRA model.  This fee schedule is a significant discount from the standard fee schedule published on the KTC website.

Kingdom Trust Fee Schedule – Checkbook IRA

Click for the BBB Business Review of this Financial Consultants - No License Required  in Boulder CO