Resources Required Minimum Distributions Required Minimum Distributions (RMDs) are minimum amounts that a retirement plan account owner must withdraw annually upon age 72.
Resources How to Reset Your Password | Mainstar Trust Use this instructional video to help you reset your Mainstar Trust password.
Resources Pay Mainstar Account Fees Online With Credit Card Mainstar Trust now offers a quick, easy and secure way to pay your account fees online by Credit Card.
Resources Self-Directed IRA Panel Discussion with Mainstar Trust While self-directed IRAs are fairly straightforward in function, there
Resources 2020 RMDs are Suspended | IRA Custodians | Mainstar Trust The Coronavirus Aid, Relief & Economic Security Act (CARES Act) waives the IRA accountholder responsibility for taking a RMD for 2020.
Resources 2019 Tax Filing Extension The IRS has extended the 2019 tax filing deadline as part of the Coronavirus tax relief. This extension also applies to the 2019 IRA contributions as well.
Resources COVID-19 Announcement Mainstar has activated its Pandemic Plan and is deploying a number of proactive business continuity protocols to ensure its ability to serve client needs.
Resources Roth Conversions If one intends to complete a Roth Conversion in 2018 which requires assets to be re-registered, the request must reach Mainstar Trust before the end of October. A Conversion is not considered complete until the confirmation of re-registration is received from the transfer agent.
Resources Self-Directed IRA Interview with Beverly Edwards, Senior VP and Counsel at Mainstar Trust As retirees search for yield and seek to diversify their income, a self-directed IRA offers opportunities to invest in alternatives such as real estate.