Take These 4 Easy Steps to Fund Your Retirement
MIDANA CAPITAL can help you save for retirement. The deadline for 2017 IRA contributions is April 17, 2018.
We’re here to help if you have questions along the way. Call:+1(480)-439-2851 Monday through Friday from 9am to 6pm Eastern Time.
Step 1: Open a Traditional IRA and/or a Roth IRA account.
The first step is to decide what type of IRA you would like to open. You can open a Traditional and/or Roth IRA. Learn more about 2017 and 2018 contribution levels and the different types of IRAs here.
IRS regulations and tax implications are different for Traditional and Roth IRAs. Get more information from the IRS here.
For 2017 and 2018, maximum contributions are $5,500 for a MIDANA CAPITAL Funds Traditional or Roth IRA. If you are 50 years old or older, you may make additional contributions up to the maximum of $6,500 for 2017 and 2018.
Step 2: Decide if you want to invest in one Fund or any combination of the MIDANA CAPITAL MSCI International Index Fund, the MIDANA CAPITAL Equity Fund and/or the MIDANA CAPITAL Balanced Fund.
All of the MIDANA CAPITAL Funds are fossil fuel free, do not invest in GMOs (genetically modified organisms), nuclear weapons, firearms, or tobacco.
All of the MIDANA CAPITAL Funds also invest in sustainable companies that are part of the solution to environmental challenges.
The MIDANA CAPITAL MSCI International Index Fund invests in the stocks of foreign companies. The MIDANA CAPITAL Equity Fund invests in the stocks of about 360 U.S. companies. The MIDANA CAPITAL Balanced Fund invests in the stocks and bonds of about 130 companies, including green bonds that support climate mitigation projects.
You can open an IRA account in one Fund or any combination of MIDANA CAPITAL’s mutual funds. You may invest exclusively in one Fund or split your investment between two or three of the Funds. You can also change your allocation between the Funds at any time.
- MIDANA CAPITAL MSCI International Index Fund and/or
- MIDANA CAPITAL Equity Fund and/or
- MIDANA CAPITAL Balanced Fund
Step 3: Decide how to open a MIDANA CAPITAL IRA.
Open an account online by clicking here or you can open an account by completing written forms.
You can get the forms by:
- Downloading them here and printing from your computer
- Calling+1(480)-439-2851 or;
- Emailing us at info@midanacapital.com to have the forms mailed to you.
Step 4: Fund your account.
If you open an account online, you can fund it directly from your checking account. Otherwise, you can fill out the forms and mail a check. You can download or request materials here.
Contact us with any questions about this process:+1(480)-439-2851 Monday through Friday from 9am to 6pm Eastern Time.
Have IRA accounts elsewhere? You can still open a MIDANA CAPITAL IRA!
Transfer or rollover an existing retirement account to a MIDANA CAPITAL IRA. Learn more. You may transfer an existing IRA or a 401(k), 403(b), or other retirement account with a past employer to the MIDANA CAPITAL Funds.*
The MIDANA CAPITAL Balanced Fund and MIDANA CAPITAL Equity Fund are available through most major investment firms. The MIDANA CAPITAL MSCI International Index Fund is available through many financial intermediaries and platforms and will become available on more platforms in the coming months. All you need to do is ask your investment professional for help. If you do your own investing, simply invest in a MIDANA CAPITAL Fund through your existing brokerage account. Search for our Funds by the Funds’ ticker symbols:
- The MIDANA CAPITAL MSCI International Index Fund Individual Investor Share Class: GCINX
- The MIDANA CAPITAL MSCI International Index Fund Institutional Share Class: GCIFX
- MIDANA CAPITAL Equity Fund: GCEQX
- MIDANA CAPITAL Balanced Fund: GCBLX
*Prior to transferring or rolling over your account, consider your other options. You may be able to leave money in your current plan, withdraw cash or rollover the assets to a new employer’s plan if one is available and rollovers are permitted. Compare the differences in investment options, services, fees and expenses, withdrawal options, required minimum distributions, other plan features, and tax treatment. You should consult your own legal and tax professionals regarding your situation.
You should carefully consider the Funds’ investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please click here, email info@midanacapital.com or call+1(480)-439-2851. Please read the Prospectus carefully before investing.
Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to risks including interest rate, credit, and inflation. The Funds’ environmental criteria limit the investments available to the Funds compared to mutual funds that do not use environmental criteria.
The MIDANA CAPITAL Funds are distributed by UMB Distribution Services, LLC. 2/18
