Trust Administration Services

Self-Directed IRA, Retirement Planning Services, Retirement Accounts

INVESTMENT OPTIONS
MUTUAL FUNDS


	>	REAL ESTATE

	>	TRUST DEEDS & MORTGAGES

	>	BANK STOCK

	>	LIMITED LIABILITY COMPANIES

	>	PRIVATE PLACEMENT PARTNERSHIPS

	>	PRIVATELY HELD STOCKS & BONDS

	>	TAX CERTIFICATES

	>	MUTUAL FUNDS

	>	CERTIFICATE OF DEPOSITS

	>	ANNUITIES

	>	U.S. TREASURY TOOLS

	>	STOCKS & BONDS

	>	CONSUMER INFORMATION

MUTUAL FUNDS SAVE THE INVESTOR
FROM BUYING INDIVIDUAL STOCKS

Mutual funds are a common form of investing in an IRA. Mutual fund investment companies pool participants’ funds and invest them in a variety of securities with a specific objective. These securities can include stocks, bonds, money market instruments or commodities that meet the investment objectives of the fund. The main benefit of a mutual fund is the investor can buy a large number of stocks for a lower transaction fee to have access to a diversified portfolio vs. buying single stocks. A management fee is charged.

Mutual funds can be held in a retirement account through Trust Administration Services. Title to the mutual funds would be held in the name of your IRA account (FDIC as Receiver for First Regional Bank c/f Client Name) with the TRUST tax identification number.

Contact your Customer Service Representative for help in completing the mutual fund transaction.

Prohibited Transactions

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.