Self-Directed IRA

RETIREMENT PRODUCTS
SELF-DIRECTED IRA OPTIONS
Self-Directed IRA
 
> REAL ESTATE
> DEEDS & MORTGAGES
> BANK STOCK
> LIMITED LIABILITY COMPANIES
> PRIVATE PLACEMENT PARTNERSHIPS
> PRIVATELY HELD STOCKS & BONDS
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> CERTIFICATES OF DEPOSIT
> ANNUITIES
> U.S. TREASURY TOOLS
> STOCKS & BONDS
> CONSUMER INFORMATION
DISCOVER INVESTMENT OPTION CHOICES
WITH A SELF-DIRECTED IRA PLAN.


The majority of custodians that offer retirement accounts will hold only marketable securities. "Self-directed IRA custodians" allow individuals to choose from a wider range of permissible assets. Trust Administration Services is one of the few self-directed IRA custodians that will hold most types of allowed assets. By opening a brokerage portfolio within your self-directed IRA account at TRUST, you can consolidate your retirement accounts under one custodian yet still maintain the freedom to trade marketable securities. You can initiate a non-taxable “direct transfer” of any portion of your account to TRUST, creating a truly self-directed IRA account offering freedom of choice when selecting investments. These investments include, but are not limited to:

Private Transactions
• Investment Real Estate
• Trust Deeds & Mortgages
• Bank Stocks
• Limited Liability Companies
• Private Placement Limited Partnerships
• Privately Held Stocks and Bonds

Public Transactions
• Tax Certificates
• Mutual Funds
• Certificate of Deposits
• U.S. Treasury Instruments
• Insurance Products

Contact your Trust Retirement Plan Specialist to assist with any self-directed IRA investment option transaction.

Prohibited Transactions
Self-Directed IRA
Self-Directed IRA
 
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TRUST is a leading personal management provider of self-directed IRA retirement accounts, retirement planning services and custody accounts.
Access the largest diversification options for your investments with our retirement planning services.
©2007 Trust Administrative Services. Trust Administrative Services is a division of First Regional Bank, Member FDIC.
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.

Self-Directed IRA