IRA Overview

Principal Trust Company^SM offers several types of Individual Retirement Accounts (IRAs), and all are easy and economical to establish and maintain. We offer these products by partnering with many of the country's most respected financial institutions and brokerage firms. Our plans and services are very flexible - these accounts can be invested in a variety of different vehicles (including stocks, bonds, mutual funds, limited partnerships, CDs, and insurance products). We offer a variety of servicing options to meet the needs of any financial institution looking to offer its clients IRAs, including Trustee, recordkeeping, government reporting , and on-line IRA services.

Choosing the Right IRA

Traditional IRA	Select
Roth IRA	Select
Rollover IRA	Select
SEP IRA	Select
SIMPLE IRA	Select

Opening an IRA

If you are an individual looking to open an IRA with Principal Trust Company, you must contact your brokerage firm of choice to set up your account. To speed the process of opening your account, you can download the necessary forms and applications beforehand.