For non-registered financial advisor clients based in the US, IBKR offers Employee Retirement Income Security Act (ERISA) retirement plans (complex trusts) without IB-1099 reporting.
IBKR does not determine ERISA eligibility or qualification.
Can I open a Regulated Retirement Trust account?
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How can I open an IRA account?
How can I open a 401(k) account?
What is a Traditional IRA?
Who handles tax reporting in a Regulated Retirement Trust?