If you’re about to open a Roth IRA you may not be sure what exactly you’ll need in order to fill out the paperwork properly.
It’s actually quite simple, you’ll want the following things when you’re ready to create your fund:
- Your Personal Contact Information
- Your Bank Account – to transfer funds
- Your Social Security Number
- Any Verifiable Employment Information
- Money to Deposit into Your Roth IRA
That’s it!
Once you’ve gathered that information you’ll be able to easily open your account online. Some brokers do, however, require you to print information and either mail or fax it directly to them, so don’t be surprised if they ask you to do just that.
Much like applying for a credit card, the process is painless, but unlike applying for a credit card, investing in a Roth IRA is much more likely to make you money.
Got everything together?
Then get started by opening a Roth IRA today! It’s painless and easy, so what are you waiting for? You’ll thank yourself for doing it.
