Eugenio Mejia

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Articles

Votes on activity by Eugenio Mejia Recent activity Votes
  • Link your Bank Account

    Linking your Bank Account allows you to make deposits and withdrawals from your Accounts. Remember that if you have a Retirement Account, Deposits and Withdrawals will be considered Contributions a...

  • Log In to User Portal

    Accessing the User Portal allows you to manage your account with ease. Let's help you log in right away!   You will need: Log In Link Username | Your Username is not always your email. Password I...

  • Clear your browser cache

    When you experience an issue that is isolated to your computer and the browser you are using, you may need to clear your browser cache. For example, if you recently updated the logo on your home pa...

  • What documents do I need?

    Proof of IDDirection of InvestmentChange Account InfoChange BeneficiariesWithdrawal RequestRoth Conversion RequestRoth RE-Characterization RequestContribution FormTransfer Request From Another Cust...

  • IRA Calculators

    Try our calculators! Please try our wide variety of calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators sta...

  • IRA Education

    Please take a few minutes to review some of the articles we've written. Find out what you can and can't do with an IRA. Learn about the benefits of precious metals investing in your IRA. IRA's A to...

  • IRAs - A to Z Explanations

    Definition of term, IRA: Individual Retirement Arrangement (in IRS publications) or Individual Retirement Account in federal tax law. The Need For IRAs Is Greater Than Ever. Today, more than ever ...

  • IRA Investment Options

    IRA Checkbook control and non-traditional investing with a self-directed IRA have always been legal. But very few IRA custodians will allow this, and the few who do permit it don't do it well and a...

  • How to Open an Account?

    Step 1 Fill out an applicationClick Here to get started with our Online Application   Step 2 Send your application (pdf version of app only) with copy of photo ID, Photo ID Doc. and completed ...