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Why is a spouse’s signature required on an IRA Simplifier?
A spouse’s signature is required on any IRA Simplifier in which they are not 100% primary beneficiary IF the account holder lives in a community property state. This signature serves as the spouse’s acknowlegment that they are not 100% primary beneficiary. Community property states are: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and…

How do I open an Estate account or a Beneficiary IRA?
Click on Open an Account in the upper right hand corner of OptionsHouse.com. Click on Show all Account Types. You will find the Estate account under Individual/Joint Accounts and the Beneficiary IRA is located under IRA accounts. Note: International accounts are not eligible to open Estate accounts or Beneficiary IRAs at this time.

How do I make an IRA contribution?
Watch the video below to learn how to make an IRA contribution. There are several ways to make an IRA contribution. You can deposit funds via wire transfer, ACH or by check. Please include an IRA deposit slip with each incoming wire transfer or check. ACH contributions can be completed online from your OptionsHouse platform.…

How do I transfer funds into an IRA?
To transfer funds into an IRA, watch the video or follow the steps in the screenshots below. 1. While you are signed into your account, click the Manage Account link. 2. Click the Transfer Funds tab. 3. Click Start Transfer. 4. Select your IRA account. 5. Enter the transfer amount. 6. Click the Continue button.…

Why have I received Tax Form 5498 for my Individual Retirement Arrangement (IRA)?
The information on Form 5498 is submitted to the Internal Revenue Service by our clearing firm, Apex Clearing Corporation, for your individual retirement arrangement (IRA) to report contributions, including any catch-up contributions, required minimum distributions (RMDs), and the fair market value (FMV) of the account. For information about IRAs, see IRS Publications. 590 and 560.…

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