Self-Directing Funds Into Real Estate
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All IRA custodians are not alike. In fact, not all companies offering IRA servicing are regulated, nor are they necessarily custodians. Legally, however, all IRAs have to be held by an entity that is either a bank, credit union, trust company, or savings and loan; or an entity that is licensed and regulated by the IRS as a “non-bank custodian.”
Today’s guest, Tom Anderson, CEO and president of PENSCO Trust Company, a regulated custodian that has administered over $3 billion in assets, will discuss the major selection criteria when choosing an IRA servicing firm such as making sure the organization is regulated as either a bank or non-bank custodian; that there is evidence of a bank charter document and regulatory contact information is readily available.
So whether you are ready to take control of our future by self-directing into real estate or have considered the option, this show will give you what you are looking for – an opportunity to build wealth and avoid big penalties.
Click the Show Notes button above for more topic details.
(PDF format).
