The first step to opening a self-directed IRA is selecting the type of account you wish to open. If you are unsure which type of account you would like to open, you can visit our Retirement Plans page, contact Mountain West IRA, or discuss your options with your tax professional.

mountain west IRA

In order to open an account, we will need the following items:

1
A completed IRA Starter Kit
2
Copy of your driver’s license
3
Fund the account by Transfer, Rollover or Annual Contribution
Check

Transfer Form and statement for each IRA from which we will be directly receiving funds.

Check

Rollover Certification Form and statement for each employer sponsored plan (401k, etc.).

4
$50 Account Establishment Fee