Investing with Midas is easy. Just fill out an account application and mail it with your check to Midas.
OPEN A MIDAS RETIREMENT ACCOUNT |
Traditional and SEP-IRA Accounts Application Frequently Asked Questions
Save for retirement
and gain tax advantages.
Anyone under age 70-½ with earned income can contribute
to a traditional IRA, or a Simplified Employee Pension
IRA (SEP IRA, a retirement plan specifically designed for, and
funded by, self-employed people and small-business owners). Contributions
may be tax deductible, and taxes on earnings are deferred
until you withdraw funds from the account, so your investments
have the opportunity to compound faster.
Roth
IRA Accounts Application Frequently Asked Questions
Roth IRA accounts have
no mandatory annual distribution requirements, and you can
contribute beyond age 70-½. Eligibility depends on income.
SIMPLE IRA Accounts Application Frequently Asked Questions
The Savings Incentive
Match Plan for Employees (SIMPLE) plan is devised specifically to help satisfy
the needs of small businesses with 100 or fewer employees. SIMPLE
plans allow employee contributions and a limited employer contribution.
Transfer Forms
Convert your other plans into your Midas Fund plan, arrange a distribution or Rollover, or add or change a beneficiary to your account.
IMPORTANT: In compliance with the USA PATRIOT Act, Federal Law requires all
financial
institutions (including mutual funds) to obtain, verify, and record
information that identifies
each person who opens an account.
WHAT THIS MEANS FOR YOU: When you open an account, we must get your
name,
address, date of birth, and other information that will allow us to identify
you. We may also
ask for additional identifying documents. The information is
required for all owners, co-owners,
or anyone authorized to sign or transact on
behalf of a legal entity that will own the account.
We will return your application
if this information is missing. If we are unable to verify this
information, your
account may be closed and you will be subject to all applicable costs.
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