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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:
Pensco Trust:
www.pensco.com
Equity Trust:
www.trustetc.com
Fiserve:
www.fiserviss.com
Sterling Trust:
www.sterling-trust.com
Millennium:
www.mtrustcompany.com
Entrust:
www.entrustadmin.com
Trust Administration Services Corp:
www.trustlynk.com
Private Annuity Trust Services: These are the two organizations we most often use to provide the needed documentation for establishing a Private Annuity Trust plan:
National Association of Private Annuity Trust:
www.napat.org
National Association of Financial & Estate Planning:
www.nafep.org
Articles of Interest: We are in the process of building a library for you, so check back soon for timely articles and points of interest
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