Menu

Account Types

Get started by finding the account type that's right for you.

Accounts for Individuals

Traditional IRA

$395 per year + $50 establishment fee

Funds contributed to your account are not taxed until withdrawn.

Learn more >

Roth IRA

$395 per year + $50 establishment fee

Funds are taxed before they’re contributed to your account and are not taxed upon withdrawal.

Learn more >

Inherited IRA

$395 per year + $50 establishment fee

Established once a beneficiary inherits a Traditional or Roth plan after the death of the original owner.

Learn more >

Accounts for Businesses

SEP IRA

$445 per year + $150 establishment fee

A Simplified Employee Pension (SEP) plan allows employers to contribute to Traditional IRAs set up for employees.

Any size business can adopt a SEP plan.

Learn more >

SIMPLE IRA

$445 per year + $150 establishment fee

A Savings Incentive Match Plan for Employees (SIMPLE) plan allows both employees and employers to contribute to SIMPLE IRAs set up for employees.

Businesses must have no more than 100 employees.

Learn more >

Individual 401(k)

$495 per year + $150 establishment fee

Also called a Solo(k), this is a 401(k) for self-employed persons or for employers whose only employee is their spouse.

These plans have the same rules and requirements as other 401(k) plans.

 

Learn more >

Easily compare features across the different account types with our Plan Comparison Chart.

Additional resources:

COLA Limits

The IRS’s Cost of Living Adjustments (COLA) outline the limits on the dollar amount of contributions to retirement plans and IRAs.

Annual Tax Calendar

Our annual tax calendar marks the important dates and deadlines for each account type.

Do you Have Questions? Let us know!

Existing Clients
(888) 855-9856
Future Clients
(888) 662-0869

WHO WE ARE

With more than 34,000 clients in all 50 states, our elite team of professionals is the premier choice. We offer highly personalized service tailored to your needs, transforming your financial future.

Subscribe to Our News

 Stay up to date with our Newsletter.

CONTACT US

OUR ADDRESS

8880 W. Sunset Rd.,
Suite 250
Las Vegas, NV 89148
i

FAX

(702) 253-7565
}

HOURS OF OPERATION

Monday - Friday
6AM - 4PM (PST)
 

EMAIL

info@trustprovident.com