Services for Individuals - Investments

IRA(Traditional and Roth)

Open an Individual Fund IRA

The Texas Methodist Foundation’s traditional and Roth Individual Retirement Account options provide everything our investors love about the Individual Fund… and more.

Individual Fund IRAs offer:

The same great rates as our Individual Fund accounts
The same great mission making dreams for ministry a reality
The same great service our investors have come to expect
Plus… the added tax benefits of traditional and Roth IRAs

Individual Fund IRAs are open to individuals in Texas and New Mexico who want to participate in the mission-oriented Methodist Loan Fund while saving for the future. With competitive rates, high liquidity and safety, it is an excellent way for individuals to grow their retirement accounts while growing churches around the state.

Rates of return for Individual Fund IRAs consistently exceed money market funds and certificates of deposit (CDs). We request a minimum investment of $1,000 for at least one year.

To Open an IRA, you may call Sara Beltran toll free at 1-800-933-5502 or email sbeltran@tmf-fdn.org.