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" Alternative Strategies in a Mutual Fund "  
 
Current NAV
Event Arbitrage Fund
QEAAX (New Symbol)

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On January 1, 1970
 

News
 

IRAs And Other Tax-Advantaged Accounts


Opening 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:

Click here to download the Prospectus and IRA Application

2. Open An Account With The Trustee

Every IRA 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:

Account Type

Principal Trust Company Brochure And Application

IRA: Traditional, Roth, SEP, Rollover, Beneficiary

Application Booklet

IRA: Simple 5304

Application Booklet

IRA: Simple 5305

Application Booklet

Coverdell Education Savings Account

Application Booklet

Individual 401(k)

Application Booklet and Administration Manual

403(b)(7) [employees of non-profit organizations]

Application Booklet

Profit Sharing Plan

Application Booklet and Trust Document

MoneyPurchase Pension Plan

Application Booklet and Trust Document

Health Savings Account

Application Booklet

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:

Pennsylvania Avenue Funds
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.

 

Strategy | NAVs | Press Room | Governance | How To Invest

Copyright  2007 Pennsylvania Avenue Funds    Home    -   Contact   -   Documents   -   News   All rights reserved.

The Pennsylvania Avenue Event-Driven Fund is offered only by prospectus. The prospectus contains more complete information about the Fund, including fees, expenses and risk factors. You should read it carefully before investing or sending money. The Fund is not available to residents of certain jurisdictions or countries. Nothing herein constitutes an offer to sell securities. Click here to get a prospectus

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Tuesday 12th December 2017 04:03:17 PM

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