spacer (1K) spacer (1K)
spacer (1K)

 

Check out this helpful and informative links. Check back with us for interesting articles and contact us for a personal assessment and feasibility analysis.

 

spacer (1K) spacer (1K)
spacer (1K) spacer (1K)
spacer (1K)
spacer (1K) spacer (1K)
spacer (1K) spacer (1K)
spacer (1K) photo1 (65K) spacer (1K) photo2 (61K) spacer (1K) photo3 (81K)
spacer (1K)
spacer (1K) spacer (1K)
spacer (1K)

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

 

spacer (1K) spacer (1K) spacer (1K) spacer (1K) spacer (1K) spacer (1K)
spacer (1K) spacer (1K)

Home Page | About Us | Contact Us | FAQ's | What's Different About Us? | Real Estate in an IRA | Gallery | Private Annuity Trust | Related Government Information | Helpful Links

 

Copyright © 2005 The Laurel Group of Prudential Fox & Roach Realtor. All Rights Reserved.


GoDaddy.com

spacer (1K) spacer (1K) spacer (1K)
spacer (1K)