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 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
|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.
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.