Self-Directed Individual Retirement Services
As the account owner you make your own investment decisions and investment choices that are permitted by the Internal Revenue Service.
As custodian of your account we specialize in holding non-publicly traded stock on your behalf and provide you with the following services:
w Maintain the assets and all transactions and other records pertaining to them
w File required IRS reports
w Issue client statements
w Assist you in understanding the rules and regulations pertaining to certain prohibited transaction
Back to trust department