Increases for 2019 Retirement Plan Contributions

Good news, you can now save more for your retirement!  Check out this update from the IRS that provides all of the details on increased 401(k) and IRA contribution limits for 2019.

Go Paperless!

You're helping the environment when you "go green" and elect to have your account statements available electronically.  Electronic delivery of your account statements is free, more secure and faster than traditional mail delivery of your statements.  You will be notified via email when your statements are available for viewing and at your convenience you can log in to your account to review your statements.

Asset Valuations will be due soon!

M2 Trust Services is required to report the value of your Self-directed IRA account on an annual basis.  As a self-directed IRA investor with Alternative Investments in your account, you are responsible for providing asset valuations to M2 Trust.