Linking & Funding Your IRA

Funding Options

  1. Direct Transfer from an Existing IRA
  2. Rollover from a 401(k)
  3. Cash Contribution (Within Annual Limits)

Initiating the Transfer

  1. Log In to your newly created iTrustCapital account
  2. Navigate to Funding - Look for "Transfer IRA" or "Rollover 401(k)" options
  3. Provide Details:
    • Current IRA Custodian information
    • Account Number
    • Approximate Transfer Amount
  4. Complete Transfer Paperwork
    • Sign the pre-filled PDF or online form
    • Submit to your current custodian if required
  5. Wait for Confirmation

    Transfers typically take 1-3 weeks to complete

Contribution Limits

Remember to check and stay within annual IRA contribution limits, which vary by year and age. Exceeding these limits can result in IRS penalties.