Personal Trust & Investment Clients
A new trust company servicing only institutional clients will utilize the name Alaska USA Trust Company beginning July 1, 2014 and will continue to offer services to ATC Trust Company clients through July 31, 2014.
The planned effective date of the sale is July 31, 2014. After midnight on July 31, 2014, Trust Reporter access will no longer be available to ATC Trust Company clients.
Individual Retirement Accounts (IRAs) are a beneficial way to save for the future. You may wish to invest your IRA assets for diversification purposes, or for the potential to produce greater returns over time. Alaska USA Trust Company can assist you in making the most of these tax-advantaged accounts by helping you establish a new IRA or roll over your current IRA, 401(k), or other qualified retirement plan assets.
Contributions may be tax-deductible based on income. Earnings are tax-deferred, with limited penalty-free withdrawals. After age 70½, contributions are disallowed and distribution becomes mandatory.
Contributions are not tax-deductible, but earnings can become tax-free on qualified distributions for accounts open five or more years. There are income limitations and limited penalty-free withdrawals. Contributions can continue after age 70½ with no mandatory distribution.
If you are changing jobs or wish to consolidate existing IRA or other deferred-compensation accounts into a single IRA, Alaska USA Trust Company can help. Roll over or transfer retirement funds from a former employer's plan or other IRA accounts into an Alaska USA Trust Company managed IRA account. Learn more
TrustReporter Account Access - Monitoring your portfolio is easier than ever because all investments can be viewed over the Internet through our TrustReporter Account Access Service. With TrustReporter, you can access your account anytime to obtain portfolio summaries, account holdings, market values, and transaction information. Learn more
Automatic Investment Program - It's easy for you to invest each month by automatically transferring funds from your credit union account into your managed investment account. Automatic investing is one of the easiest ways to systematically save for retirement or future needs. Learn more
Asset Allocation - Choosing the right types of investments is crucial to achieving your financial goals. We offer managed investment account services to help you reach the right mix of investment vehicles.