Get the free Altegris Funds Combined IRA & Roth CTC Application Dec2013.doc

Please complete this application to establish a new Traditional IRA or Roth IRA. ... or would like assistance completing it, please call the Alters Mutual Funds at ... Information we receive from

How to fill out altegris funds combined ira

How to Fill Out Altegris Funds Combined IRA:

1. Gather necessary documents: Start by collecting all the required documents, such as your social security number, driver's license, and personal identification. Also, make sure to have your financial information, including account numbers and balances, readily available.
2. Determine contribution limits: Before filling out the IRA forms, understand the contribution limits set by the IRS for the year. These limits may vary depending on your age and whether you are making traditional or Roth IRA contributions. Ensure that your contributions fall within the allowable limits.
3. Download the forms: Visit the Altegris Funds website or contact their customer service to acquire the necessary forms for opening a combined IRA account. You may be able to download these forms from their website or request them to be mailed to you.
4. Complete the required fields: Carefully fill out each section of the forms, providing accurate and up-to-date information. This typically includes personal details, such as your name, address, and social security number. Ensure that you enter accurate information to avoid any complications or delays in processing your account.
5. Choose the investment allocation: Altegris Funds offers various investment options for your combined IRA. Consider your investment objectives, risk tolerance, and financial goals when selecting the allocation for your funds. If you are unsure, seek the advice of a financial advisor or consult Altegris Funds' investment professionals for guidance.
6. Review and sign: Once you have completed all the required sections of the forms, carefully review the information for accuracy. Any mistakes or omissions may lead to delays in processing or rejection of the application. Once satisfied, sign and date the forms where indicated.
7. Submit the forms: After completing the forms and ensuring all necessary fields are filled out correctly, submit the paperwork to Altegris Funds according to their instructions. This may involve mailing the forms to a designated address or submitting them electronically through their online platform. Be sure to include any required supporting documents, such as a copy of your driver's license or social security card if requested.

Who Needs Altegris Funds Combined IRA:

1. Individuals looking for diversification: Altegris Funds Combined IRA allows individuals to invest in a variety of alternative assets, such as hedge funds, private equity, and real estate. This diversification can be beneficial for those seeking to balance their investment portfolio with non-traditional assets.
2. Investors aiming for potential higher returns: Alternative investments offered through Altegris Funds may have the potential for higher returns compared to traditional asset classes. Investors seeking the possibility of greater earnings may find Altegris Funds Combined IRA appealing.
3. Those desiring professional investment management: Altegris Funds offers professional investment management services for their combined IRA accounts. This can be advantageous for individuals who prefer to have their investments monitored and adjusted by experienced professionals.
4. Individuals who want tax advantages: Contributions to a traditional IRA may be tax-deductible, and earnings grow tax-deferred until withdrawals are made in retirement. Roth IRA contributions are made with after-tax dollars, allowing for tax-free withdrawals in retirement. Altegris Funds Combined IRA offers both traditional and Roth options, providing tax advantages for eligible individuals.

Note: It is always recommended to consult with a financial advisor or tax professional regarding your specific financial situation and investment goals before opening an Altegris Funds Combined IRA account.

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