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Self Directed Custodians: There are very few self-directed IRA/401k custodians in the United States. In order to be a custodian for self-directed product, the custodian is known as a "passive custodian". This simply means that they are obligated by law to only provide the custodial and administrative services for the qualified plan. They can provide NO investment advice. This tremendously reduces the fees associated to traditional investments because you, the investor, make all of the investment decisions. Here are the links to the most notable of the self directed custodians:
PenscoTrust:
www.pensco.com
Equity Trust:
www.trustetc.com
Fiserve:
www.fiserviss.com
Entrust:
www.entrustadmin.com
Sterling Trust:
www.sterling-trust.com
Millennium:
www.mtrustcompany.com
AST Trust Company:
www.asttrustco.com
Trust Administration Services Corp:
www.trustlynk.com
Still, there are many more trust companies besides those including: (contact us for additional names and URL's)
U.S. Trust:
www.ustrust.com
Trust Company of America:
www.trustamerica.com
In addition, if you (or your client, for advisors) are using a Real Estate IRA Operating Company LLC, yet another custodial vehicle would be to set up an "Entrepenurial 401K" to fund the real estate investment. In that case you can consider using:
Charles Schwab Alternative Investment Services: [1-800-877-201-2985]
www.schwab.com
Non-Recourse Mortgage Lenders for Qualified Plan Real Estate Investments:
It used to be nearly impossible to find a non-recourse lender for an IRA investment, but time has convinced many lenders to support this type of loan. A list of non-recourse lenders is way too long, but here two to start with:
North American Savings Bank:
www.iralending.com
First IRA Mortgage:
www.firstiramortgage.com
Real Estate IRA Organizations:
For general information on using IRA and other qualified plans to invest in real estate:
IRA Association of America:
www.iraaa.org
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IRAVESTOR:
IRAvestor is focused on the success of the Self-Directed IRA/Alternative Investment industry:
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www.iravestor.org
Real Estate IRA Consulting Firms:
We find that sometimes investors would like to outsource the entire LLC formation and custodian selection process, in that case here are links to three such "facilitators" we have worked with:
Security Trust Company:
www.securitytrustcompany.com
The Tax Academy:
www.thetaxacademy.com
National Association of Financial & Estate Planning: [Check out their new ICO product]
www.nafep.org
My Self Directed IRA:
www.myselfdirectedira.com
My Real Estate IRA:
www.myrealestateira.com
IRA Your Way:
www.irayourway.com
Investment IRA:
www.investmentira.com
IRA123:
www.ira123.com
Guidant Financial Services:
www.guidantfinancial.com
Sources of additional Investment Advice:
National Alternative Investment:
A nationwide directory of "Off-Wall Street" investments:
www.NationalAlt.com
Wealthy Geek:
Real advice from real professionals:
www.wealthygeek.com
Articles and Books of Interest:
We are in the process of building a library for you, so check back soon for timely articles and points of interest. As a start, consider reading:
How to Invest in Real Estate & Pay Little or No Taxes, by Hubert Bromma, Copyright 2005, McGraw-Hill Professional, 2 Penn Plaza, New York, NY 10121
--- www.books.mcgraw-hill.com
IRA Wealth by Patrick Rice and Jennifer Dirks, Copyright 2003, Square One Publishers, Garden City Park, NY 11040 --- www.squareonepublishers.com
The Real Estate IRA by Jeffrey Evans. This is one of the best books available and is an e-book.
This is a step by step guide that shows you the inside secrets, tips and techniques you need to increase your financial wealth with investment property. we give this book "Two thumbs up."
To get more information and if you like you can order this e-book on-line by Clicking Here
For a very good source of general information articles on real estate investing, check out: Creative Real Estate Online: www.real-estate-online.com
Lastly, for the best available on-line visit - - The "Internet Market" - - filled with the Best Online Stores!

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