Why consider a Mountain West IRA self-directed IRA? We go over everything you need to know!

• You are eligible to deduct your contribution now and you anticipate your tax rate at retirement to be lower than your current tax rate.
• You need a tax deduction, lowering your current tax bill. (Some investors contribute to an IRA account even without the tax deduction.)
• You are looking for a larger choice of allowable investments for your funds.

Traditional IRA eligibility: if you have earned income and want to save for retirement on a tax-deferred basis, you may contribute to a self-directed Traditional IRA.

Funding your Mountain West IRA self-directed IRA with an IRA or 401(k) Rollover, Transfer, or Contribution: The most common technique to funding a self-directed IRA Traditional IRA is by making a contribution to your account. You may also rollover or transfer funds from an existing employer plan, such as a 401(k), TSA, 403(b), 475(b) defined contribution plan, or other pension plan of Traditional IRA.

If your current Traditional IRA does not allow self-direction, you may also transfer those funds to a Mountain West IRA self-directed Traditional IRA so that you may choose your investments. Want to set up a free consultation? Contact us!