Traditional IRA
Whether you’re just starting to save or are looking to diversify your retirement plan, a Traditional IRA offers flexibility and control for building long-term financial security. By contributing pre-tax income, you can potentially lower your taxable income today, allowing your investments to grow tax-deferred until retirement.
Roth IRA
A Roth IRA offers unique advantages that can lead to big savings in the future. Unlike a Traditional IRA, contributions to a Roth IRA are made with after-tax dollars, so while you don’t get an immediate tax break, the real benefits come later. Your investments grow, and when you reach retirement age, you can withdraw both your contributions and earnings entirely tax-free.
Open an Account
To open an account, view our current prospectus then submit the new investment forms below.
You may also download the forms here and mail them to our office with a check.
2. Contact Us
You can find some basic IRA Forms by clicking the link below. We would suggest contacting our office at 1-866-219-0820 so our team can determine what forms are needed depending on your specific situation.
Frequently Asked Questions
Can I transfer my existing Individual Retirement Account to HIS Fund?
Yes. Please call our office at 1-866-219-0820 so our team can help you get the process started today!
Who is the custodian of my IRA invested with HIS Fund?
Assemblies of God Credit Union is based in Springfield, MO is the financial institution chosen to hold HIS Fund Notes in self-directed IRAs for which it is custodian. You can find out information about AGCU at its website https://agcu.org/. If you would like an information packet on establishing an IRA with AGCU so that you can invest in HIS Fund Notes though your IRA, you may contact the HIS Fund office request that it be mailed to you.
What benefit is there to investing my IRA with HIS Fund?
Having your IRA invested with HIS Fund allows you to access our interest rate offerings while at the same time helping build the local church in the United States and beyond.
What type of IRA should I choose?
We suggest you talk with a Qualified Tax Professional before you decide, since your current tax-bracket, annual income, filing status, and age are all factors in deciding which IRA is best for you. HIS Fund can not advise you on these maters.
Retirement Terms
HIS Fund is a 501(c)(3) nonprofit corporation and is not affiliated with Goldstar Trust Company in any way. Any information provided about Assembly of God Credit is solely the responsibility of Goldstar Trust Company. HIS Fund disclaims any responsibility for compliance with IRA regulations, which is solely the responsibility of the IRA custodian and account holder.