Opening and IRA or other tax-advantaged account is a simple process. Our IRAs are offered in cooperation with Trustar Retirement Services (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 Trustar.
Click on the link below to download a prospectus and application form:
Click here to download the Prospectus and IRA Application
Every IRA needs a trustee that is approved by the Internal Revenue Service. Under an arrangement with the Fund, Trustar Retirement Services 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.trustar-rs.com:
|
Account Type |
Trustar Brochure And Application |
| IRA: Traditional, Roth, SEP, Rollover, Beneficiary |
|
IRA: Simple |
|
| Coverdell Education Savings Account | |
|
Individual 401(k) |
|
|
403(b)(7) [employees of non-profit organizations] |
|
|
Profit Sharing Plan |
|
|
MoneyPurchase Pension Plan |
Please enclose a check separate from your investment, payable to Trustar, for their $25 setup fee. This is a special asset IRA that may also hold other investments.
Return both the Fund and Trustar application form, as well as a $25 check payable to Trustar Retirement Services 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.