IRA and Custody Services

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IMPORTANT UPDATE REGARDING REQUIRED MINIMUM DISTRIBUTIONS FOR 2020 

The Coronavirus Aid, Relief, and Economic Security (CARES) act has temporarily waived Required Minimum Distributions (RMDs) for all types of Individual Retirement Accounts (IRA) and Plans (including 401(k)s, 403(b)s, 457(b)s, and inherited IRA plans) for calendar year 2020. This also includes the first RMD, which individuals may have delayed from 2019 until April 1, 2020. To access and download TMI's 2020 RMD Waiver Form, click here.

TMI Trust Company understands that an Individual Retirement Account (IRA) is an important tool in retirement planning. IRAs are designed to provide a mechanism for retirement savings on atax-advantaged basis.

Whether an individual or a Registered Investment Advisor, it is essential to have a strong and knowledgeable partner with the right resources and expertise to facilitate wise investment decisions. TMI offers a full array of planning and management services to its clients whether they are opening a new IRA or performing a roll-over from another IRA or retirement plan.

The IRA consultants at TMI can help explore and evaluate the different types of IRAs available in order to make informed decisions about saving for retirement. TMI also acts as custodian to hold and safeguard assets in the account including alternative assets.

If you are looking for a specific form related to your IRA, ESA, or Custody Account, please click here to be taken to our forms library.

Specialties

  • Alternative Asset Custody
  • Trade Settlement
  • Records Management
  • Safekeeping of Assets
  • Traditional, ROTH, SEP, and Roll-Overs
  • Coverdell Education Savings Account

For additional information:

New Business Contacts

Krister Romeyn

SVP

678-221-5927

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