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literature and forms

Regular Accounts

Individual Account

An Individual Account from Wasatch Funds is the most straightforward type of investment account. Contributions may be made at any time, for any purpose, and are not subject to restrictions (such as retirement age or using funds for educational purposes). However, regular accounts are subject to tax on the contributions you make as well as the earnings that grow in the account.

Eligibility: No restrictions
Investment Minimum: $2,000
Contribution Limit: None
Income Restrictions: None
Tax Considerations: Contributions are taxed
Earnings that grow in the account are taxed
Withdrawal Restrictions: None
Control of Account: Account holder