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Commonly Used Forms
Access the most commonly used forms for investments, investment expenses, and distributions.
Have questions or need help from our team of IRA experts? Call us at 888.990.7892 or email ClientService@ptcemail.com
Unlock Your Investment Potential with a Self-Directed IRA
A self-directed IRA can open the door to more than just publicly traded stocks, bonds, and mutual funds, giving investors more control and flexibility than a traditional IRA. Our podcast, PTC Point of View, is dedicated to shedding light on this powerful financial tool. Learn about the different types of self-directed IRA accounts, alternative investments, legal structures, tax advantages, and more. Tune into new episodes each week on PTC Point of View.