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ARTICLES AND
PUBLICATIONS

Our goal at Trust Administration Services (TRUST) is to provide our customers with the knowledge and most up-to-date information in the self-directed investment market. Below is a list of related articles on current investment trends, publications about our services and pertinent IRS publications.

Publications
FREE Brochure Expand Your Retirement Options
FREE Brochure Powerful Alternatives for Advisors
TRUST Report 1 An Overview: Using Your IRA Account to Invest in Real Estate
TRUST Report 2 Property-Related Expenses and Prohibited Transactions
TRUST Report 3 Using Your IRA Account to Invest in Real Estate: Tax Liens and Certificates
TRUST Report 4 Using Your IRA Account to Invest in Real Estate: Unrelated Business Taxable Income (UBTI)
TRUST Report 5 The Changing Face of the Single-Member LLC
TRUST Report 6 What You Need to Know: Annual Asset Valuation Requirements
TRUST Report 7 Private Investing and the Power of Pooled Investments
TRUST Report 8 Saving for Retirement with Solo 401(k) Plans


Helpful Links

Investor Loft
Using Your IRA to Invest in Notes
Real Estate: The Self-Directed Perspective

Affluent Investor Monthly


Articles
Avoid IRA Angst, Boomer Market Advisor
November 2007 By David Port

Deal With It, Senior Market Advisor
February 2008 By Bruce Beaty and James R. Wagner

Investing in Real Estate with a Self-Directed IRA, NAPFA Advisor
March 2008 By TJ Valenzuela

Beyond Stocks and Bonds, Investment Advisor
March 27, 2008 By Savita Iyer-Ahrestani

Real Estate: The Self-Directed Perspective, Physician’s Financial Network
April 5, 2008 By TJ Valenzuela

Investing in Community Banks with a Self-Directed IRA, Nuwire
March 11, 2008 By TJ Valenzuela

How to Invest in Community Bank Stock with a Self-Directed IRA, Nuwire
March 5, 2008 By TJ Valenzuela

Is a Solo 401(k) Right for You?, Expert Retirement Planning
February 8, 2008 By TJ Valenzuela

Self-Directed IRA: A Savvy Investor's Little-Known Secret, Nuwire
February 1, 2008 By TJ Valenzuela

Retirement Assets in U.S. Keep Right On Growing, Investment News
October 29, 2007 By Lisa Shidler

Tapping a Rich Vein: Boosting Capital with IRAs,
Bank Director
By John R. Engen

Revamping Retirement, On Wall Street
September 1, 2007 By Elizabeth Wine

Raise Money Using a Self-Directed IRA, Entrepreneur
May 11, 2007 By Asheesh Advani

More New Banks Meeting Local Needs,
St. Petersburg Times
June 1, 2007 By Paul Swider

Investors Looking to Small Banks, USA Today
November 24, 2006 By Christine Dugas

Investors Enticed by IRA Options, SNL Interactive
March 20, 2007 By Bree Fortney

Using Your IRA For Real Estate Investing, Lending Expo

The IRA Steps Out, Forbes Investment Guide
June 5, 2006, By Carrie Coolidge

You Can Supercharge Your IRA, MSN Money
April 27, 2006, By Kiplinger's Personal Finance Magazine

Hot Source For Startup Funds - IRAs, Denobanks.com
By Katie Kuehner-Hebert

Tapping a Rich Vein: Boosting Capital with IRAs,
Banker Director

Take Charge of Your IRA,
CNN Money.com/Fortune Small Business

Blaze Your Own IRA Trail, BusinessWeek
January 30, 2006, By Toddi Gutner

Redefining the "R" in IRA, The Motely Fool
January 23, 2006, By Matthew Emmert

Invest in Real Estate Utilizing a New IRA,
Physician's Money Digest
October 2005, By Paul Maxwell

Personal Finance, Invest Your IRA in Real Estate?, Kiplinger's
October 19, 2005, By Mary Beth Franklin

Customize Your IRA, Fortune
July 11, 2005, By Oliver Ryan

A Chance to Direct, CFO Magazine
October 2006, By Lori Calabro

Hedge Funds Held Up in May Despite Modest Losses, Investment News
June 2006, By Jeff Benjamin

Retirement Plan Advisor, Investment Advisor
March 2006, By Melanie Waddell

Fresh Ideas for Retiring Rich, Kiplinger's Personal Finance
March 2, 2006, By Mary Beth Franklin

The Funding Game, BizAZ
March 2005, By Craig Wallach

Live Rich, Retire Richer, Business 2.0 Magazine
November 1, 2004 By Jeffrey Davis


IRS Publications

Publication 560
Publication 590


Press Releases

Trust Administration Services Surpasses $1 Billion in Self-Directed Assets Under Administration
Leading provider of retirement plan services draws on industry expertise, high level of service to clients with self-directed IRA account investments in traditional and non-traditional assets, including real… More>>

Trust Administration Services Announces Successful Funding of 63 Banks through Investors` IRAs
Self-directed retirement plan service provider links investors and start-ups; enables investors to broaden options beyond traditional stocks... More>>

 
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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.