Self-Directed IRA, Retirement Planning Services, Retirement Accounts   Self-Directed IRA, Retirement Planning Services, Retirement Accounts


RETIREMENT PRODUCTS
SELF-DIRECTED IRA OPTIONS
Self-Directed IRA
 
> REAL ESTATE
> DEEDS & MORTGAGES
> BANK STOCK
> LIMITED LIABILITY COMPANIES
> PRIVATE PLACEMENT PARTNERSHIPS
> PRIVATELY HELD STOCKS & BONDS
> TAX CERTIFICATES
> MUTUAL FUNDS
> CERTIFICATES OF DEPOSIT
> ANNUITIES
> U.S. TREASURY TOOLS
> STOCKS & BONDS
> CONSUMER INFORMATION
DISCOVER INVESTMENT OPTION CHOICES
WITH A SELF-DIRECTED IRA PLAN.


The majority of custodians that offer retirement accounts will hold only marketable securities. "Self-directed IRA custodians" allow individuals to choose from a wider range of permissible assets. Trust Administration Services is one of the few self-directed IRA custodians that will hold most types of allowed assets. By opening a brokerage portfolio within your self-directed IRA account at TRUST, you can consolidate your retirement accounts under one custodian yet still maintain the freedom to trade marketable securities. You can initiate a non-taxable “direct transfer” of any portion of your account to TRUST, creating a truly self-directed IRA account offering freedom of choice when selecting investments. These investments include, but are not limited to:

Private Transactions
• Investment Real Estate
• Trust Deeds & Mortgages
• Bank Stocks
• Limited Liability Companies
• Private Placement Limited Partnerships
• Privately Held Stocks and Bonds

Public Transactions
• Tax Certificates
• Mutual Funds
• Certificate of Deposits
• U.S. Treasury Instruments
• Insurance Products

Contact your Trust Retirement Plan Specialist to assist with any self-directed IRA investment option transaction.

Prohibited Self-Directed IRA Transactions
Self-Directed IRA
Self-Directed IRA
 
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TRUST is a leading personal management provider of self-directed IRA retirement accounts, retirement planning services, real estate IRA and IRA custodian accounts. Access the largest diversification options for your investments with our retirement planning services. Trust Administration Services. TRUST does not sell investments nor provide investment advice, and all transactions are at the direction of the accountholder and/or their designated financial representative. Investment products are not FDIC insured, not guaranteed by the bank and may lose value.