Retirement Account

Use this form for the following kinds of retirement accounts.

  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • SEP IRA

Next Step

We will contact you once your account at FOLIOfn is set up to assist in arranging a trustee to trustee transfer to fund your account.

Contact

Phone: (877) 462-4180 x815
Email: sma@mcm.marketocracy.com

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