1-800-925-8566
Roth IRA
See IRS publication 590, page 56 for eligibility rules and contribution limits.
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Simply click on the links below to download your copy of the appliable forms, complete, then mail it to:
Trading Direcet
160 Broadway FL 7R
New York, New York 10038
Mandatory Forms
Optional Forms
For Reference
ROTH IRA Custodial Agreement & Disclosure Statement
Questions? Contact us.
DISCLOSURE: THE ABOVE INFORMATION PRESENTS GENERAL INFORMATION ONLY, IS THOUGHT TO BE ACCURATE AS OF JANUARY 2010, AND IS SUBJECT TO CHANGE BASED UPON EVER CHANGING US TAX LAWS. TO MAKE CERTAIN THAT OPENING A PARTICULAR ACCOUNT WILL SUIT YOUR NEEDS, BE SURE TO CONSULT A QUALIFIED TAX RESOURCE.