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Firm Announcement

Dodge & Cox announces a planned firm leadership retirement and several changes to our Investment Committees. Read announcement

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FAQs about IRAs

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 impacts a variety of the IRS rules normally governing IRAs. Please consult with your tax advisor regarding the changes resulting from the CARES Act and their impact to your situation.

IRA Basics

Transfers and Rollovers

Eligibility Requirements

Contributions and Deductions

Rules and Tax Matters

Withdrawals

Conversions

Beneficiaries

We’re here to help.

Call

Call us at +1 800-621-3979

Client resources are available Monday through Friday, 8 a.m. to 7:30 p.m., Eastern Time

 

For help with:

  • General firm and Dodge & Cox Funds information (literature, prospectuses, forms etc.)
  • Your Dodge & Cox Funds IRAs, General Investment and Separate Entity accounts

Mail

Mail your Dodge & Cox Funds IRA, General Investment and Separate Entity accounts forms and documents.

 

Regular Mail  

Dodge & Cox Funds
P.O. Box 219502
Kansas City, MO 64121-9502 

 

Express Mail

Dodge & Cox Funds 
801 Pennsylvania Ave
Suite 219502
Kansas City, MO 64105-1307

Online

Don’t wait for mail delivery. Log into your account(opens in a new tab) to upload respective forms securely to Dodge & Cox. 

 

Forms and guides

Search for, download or order literature, forms and account applications.

 

Tax Center

Find general information, guides, tax forms and more. 

 

Tax laws and regulations are complex and subject to change, which can materially impact investment results. Dodge & Cox cannot guarantee that the information herein is accurate, complete, or timely and makes no warranties with respect to such information, including your use of, or any tax position taken in reliance on, such information. Only Dodge & Cox Funds are available for purchase in a Dodge & Cox Fund IRA Account. Investment options available through an employer's retirement plan or other IRA providers and any associated fees and expenses will differ. Consult with a tax or legal advisor before making any investment decision.