How to open
Choose Traditional IRA at registration. You receive an SCG account number immediately.
Home / Retirement / Traditional IRA
Retirement
Traditional IRA
Pre-tax retirement sleeve with contribution and distribution rules applied when a custodian of record is named.
Sleeve
Pre-tax
Open
Choose Traditional IRA at registration
Ticket
Same as the taxable book
Advice
Confirm tax treatment yourself
Trading
Same paper blotter as brokerage until live routing is connected.
Tax
Sterling does not provide tax advice. Confirm treatment with your own adviser.
Opening and using it
Choose Traditional IRA at registration. The legal name you enter is the name on the account, and the SCG number is issued then. Trading uses the same paper blotter as brokerage until live routing exists: market and limit tickets, positions, and a cash figure that is not a custodian balance.
Contribution limits, deductibility, and required minimum distributions are tax rules. They are not calculated on this page. Confirm them with your own adviser. Sterling does not provide tax advice.