IRAs And Other Tax-Advantaged Accounts
and IRA or other tax-advantaged account is a simple process. Our IRAs are offered
in cooperation with Principal Trust Company (a tradename of Delaware Charter Guarantee and Trust
Company), which act as the IRA's trustee. You must open an account both with
the Fund and with Principal Trust Company.
1. Open An Account With The Fund
Click on the link
below to download a prospectus and application form:
here to download the Prospectus and IRA Application
2. Open An Account With The Trustee
needs a trustee that is approved by the Internal Revenue Service. Under an arrangement with the Fund, Principal Trust Company act as the Trustee. They require a separate application form. You
can access the form through links to their brochure in the table below, or directly
from their website located at www.principaltrust.com:
Please enclose a check separate from your investment,
payable to Principal Trust Company, for their $25 setup fee. This is a special asset IRA that
may also hold other investments.
3. Return Both Application Forms To The Fund
Return both the Fund
and Principal Trust Company application form, as well as a $25 check payable to Principal Trust Company and a check for your investment to:
P.O. Box 9543
Washington, DC 20016
Please consult a qualified adviser
with any questions as we can not
give tax advice. Nothing herein should be construed as tax advice.